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[CNBC] Stocks rise after shaky session on mixed U.S. economic data: Live updates [AP] Asian shares are mixed and oil prices jump as Trump orders a blockade of oil tankers to Venezuela [Reuters] Oil rises over 1% as Trump’s Venezuela blockade stokes uncertainty [Axios] Trump orders oil tankers blockade in Venezuela, labels it a “terrorist” […]
Concerned FED Is Back To Quantitative Easing Buffett Ratio Blowing out All Past Peaks Send Questions To [email protected] “We have it on good authority—this is directly from the president of the Federal Reserve—this is not QE. This is not even monetary policy. I don’t know what it is if he’s doing it and it’s not […]
[CNBC] Stocks are flat after delayed job numbers show mixed picture: Live updates [CNBC] Daily Open: Debt worries continue to weigh on AI-related stocks [CNBC] Payrolls rose by 64,000 in November after falling by 105,000 in October, delayed jobs numbers show [Yahoo/Reuters] US Treasury’s Bessent: Kevin Warsh and Kevin Hassett both qualified for Fed [Yahoo/Bloomberg] […]
The many inflationary influences on US and world economies remain in place. In fact, many countries and central banks are doubling down on them. So the race is on to determine whether the new funds are absorbed in constructive enterprise or pumped into ever-expanding bubbles. The likelihood, of course, is both. That’ll keep us guessing […]
[CNBC] Stocks rise as big week of economic data kicks off: Live updates [Yahoo/Bloomberg] Gold Climbs Near Fresh Record With Focus Turning to Jobs Data [CNBC] Copper could hit ‘stratospheric new highs’ as hoarding of the metal in U.S. continues [Yahoo/Bloomberg] Bond-Market Debate Over Fed’s Path in 2026 Is About to Heat Up [AP] US […]
[Yahoo Finance] Trump’s Fed pick comes into focus, economic data backlog clears: What to watch this week [Yahoo/Bloomberg] Corporate-Bond Investors Party as Hangover Looms: Credit Weekly [Politico] Thousands of carveouts and caveats are weakening Trump’s emergency tariffs [AP] Arctic air mass pushes to the U.S. South; Midwest also bracing for dangerous wind chills [Reuters] Thailand […]
Potomac Two-Step Since the start of 2025, HAI’s view has been that Trump administration 2.0 is all-in on a policy commitment to run the economy hot, inflate the debt away, implement industrial policy, and ultimately reindustrialize the atrophied U.S. manufacturing base as the key national security imperative, amounting to the MAGA priority. This week dramatically reinforced […]
[Reuters] With Fed independence in crosshairs, will Supreme Court back Trump again? [Yahoo/Bloomberg] Trump Names Warsh, Hassett as Top Fed Contenders, WSJ Says [Yahoo/Reuters] JPMorgan’s Dimon signals support for Kevin Warsh as Fed chair, FT reports [Axios] OpenAI isn’t too big to fail. It’s bigger. [AP] 2 killed in Russia while Ukraine’s energy infrastructure is […]
