1+ week, 6+ day ago   (270+ words) A global bond selloff continued Tuesday, deepening as the U.S. 10-year Treasury yield neared levels last seen in January 2025, with higher oil prices reviving inflation concerns and investors anticipating a higher chance of a September Fed rate hike. The U.S. 10-year Treasury…...

2+ week, 1+ day ago   (223+ words) Researchers at the Minneapolis Federal Reserve have found that massive artificial intelligence demand on memory and computer hardware has driven up core inflation as much as the tariffs President Donald Trump imposed early last year. Core PCE inflation, which excludes…...

2+ week, 5+ day ago   (220+ words) Airfares typically tumble between Labor Day and mid-November—but not this year, as airlines keep prices high to offset massive jet fuel costs resulting from the Iran war. This fall, the average domestic airfare is $326 per ticket—up 39% compared to…...

3+ week, 1+ day ago   (346+ words) The cost of a call in a telephone booth long ago dropped to zero. Should we give Fed officials a pat on the back for their brilliant market interventions of the “monetary policy” variety on the way to this alleged…...

3+ week, 2+ day ago   (1247+ words) Forbes Treasury Is Buying Its Own Bonds. Where Is The Money Coming From? The Treasury Department is significantly expanding its long-dated bond buybacks, increasing operations to at least $4 billion each, in a move to curb rising long-term interest rates. This…...

3+ week, 3+ day ago   (733+ words) War, weather and tightening grain economics are converging again - and restaurants have little room left to absorb the volatility. For those of us who watch the food-away-from-home economy closely, the warning signs deserve attention. The next food inflation shock may…...

3+ week, 6+ day ago   (178+ words) By Roberta Brzezinski and John Seddon, Control Risks As geopolitical uncertainty and trade tensions intensify the global competition for capital, Canada is emerging as a compelling risk-adjusted destination: stable, resource-rich and deeply integrated with its North American neighbors. Under a…...

4+ week, 2+ day ago   (1024+ words) The United States is on pace to top the $6 trillion milestone in merchandise trade in 2026, a remarkable feat largely driven on the import side by the computer hardware needs for AI data centers. I wrote about the U.S. exports that have…...