Rater hike estimates are falling fast as inflationary pressures ease.
Rater hike estimates are falling fast as inflationary pressures ease. via Bloomberg pic.twitter.com/TOoAoQzwej — Daniel Lacalle (@dlacalle_IA) July 6, 2026
Markets
Real-time market analysis with charts, signals, and coverage of key financial and geopolitical developments.
Secret Treasury report warns AI boom could crash banks private credit and whole economy
Treasury Analysts: AI Bet Could Sink Us All Why is this a secret report – we’ve been warning about this for years Treasury insiders drafted a report quietly warning that the massive AI investment boom looks like the dotcom bubble – overhyped, infrastructure-heavy, and risky to banks, private credit, chips, and the whole economy if …
FCC to end Biden-era rule that forces ISPs to list all their fees
The Federal Communications Commission will vote to eliminate a rule that requires Internet service providers to list all of their so-called “passthrough” fees on an easily accessible broadband price label. The FCC vote could also make the price labels themselves a bit harder for consumers to find. ISPs routinely advertise prices much lower than those …
China continues to face the consequences of a house price bust
via notayesmanseconomics The chart I am about to show rather attracted my attention over the weekend. After all we have been looking at the theme of weak Chinese house prices for some years now. For newer readers net exporters ( China, Germany and Japan) all tend to have weak domestic consumption. In China deficient domestic …
“I NEVER LIKED SHORT GUYS”
"I'm going to find moral redemption, at the roulette table"– The Big Short (2015). pic.twitter.com/71ZUo8P93F — Trading Sunset (@Trading_Sunset) July 6, 2026
Trump: “Every time I see a crypto guy where they dropped an investigation, I said, ‘You’re lucky I’m president.'”
Trump: "Every time I see a crypto guy where they dropped an investigation, I said, 'You're lucky I'm president.'" pic.twitter.com/7Jgg0ffgq7 — Aaron Rupar (@atrupar) July 6, 2026
Mamdani commission recommends 18 percent pay hike for New York City leaders
Advisory commission set up by Mayor Zohran Mamdani suggest big salary bump for city elected officials. Mayor salary jump from 258 thousand to 305 thousand dollars. City Council members go from 148 thousand to 175 thousand dollars. Council speaker would get 194 thousand. Other officials like comptroller public advocate borough presidents also get raises. Commission …
Retail traders now bet 48 percent of their options volume on same day expiry lottery tickets
The Kobeissi Letter @KobeissiLetter Retail risk appetite is at record levels: 0DTE options contracts now account for a record 48% of total retail options volume. This percentage has more than TRIPLED over the last 5 years. Furthermore, 0DTE options reflected a record 30% of total US options volume in May. By comparison, the 2022 high …
America got burned by China so now trying to slow India before it gets too strong.
US Deputy Secretary Christopher Landau says America not repeating mistakes made with China 20 years ago. Warns against letting India develop markets then watch it beat US in commercial areas. Says whatever they do with India must be fair to American people. U.S. Deputy Secretary of State Christopher Landau: India should understand that we’re not …
Big Tech flip flop on AI destroying jobs now say it create more
The sentiment change isn’t limited to tech leaders: A survey by EY-Parthenon found that the percentage of CEOs who believe AI investments will result in significant reductions in head count fell from around 46% in January 2025 to just 20% this May. “They may have noticed that the labor market is genuinely not changing (i.e., …
Guy finish short game on Steam then refund anyway dev left pissed
This kind of made me sad byu/Gurugod123 inmildlyinfuriating Steam easy refund great for us but screw up short game makers. Devs gotta make longer stuff or eat losses.
111 Million U.S. Adults Do Not Have A Job And America Spends More Than A Trillion Dollars Per Year On A Social Safety Net For Them
by Michael Did you know that the number of Americans that are out of work right now is far higher than it was at any point during the Great Recession? I know that sounds crazy, but I will prove it to you in this article. A whopping 111 million Americans do not have a job, …
SPR hits 40 year low as price suppression mechanism heads toward exhaustion.
SPR fell to 325.7 million barrels last week. Lowest level since early 1980s. Down 5.5 million barrels in one week. Government releases around 1.43 million barrels per day since March. Buffer to authorized minimum of 243 million barrels equals 82.7 million barrels. At current rates buffer lasts late August to mid October. Cushing storage near …
Japanese Yen will collapse to 165 against the U.S. Dollar, its weakest level since 1986, warns Goldman Sachs. Japanese Bankruptcies soar to an all-time high due to the yen collapse
Weak yen boosts exporters but squeezes importers and smaller firms hit hard. Japan's central bank balance sheet is falling at the quickest pace in history as they attempt to stop the the rapid devaluation of the Japanese Yen. So far it has been ineffective at keeping the Japanese Yen above 160:1 USD and they appear …
Feel-good story of the day
Feel-good story of the day byu/Boo_Randy_Revival ineconomy
From Macron to Modi, governments are rolling out the red carpet for AI giants
Countries are scrambling not to fall behind in AI — and French President Emmanuel Macron and Indian Prime Minister Narendra Modi are leading a personal charm offensives to court tech CEOs. The pair have ramped up moves to court leaders of the world’s biggest tech companies this year, as they look to secure investment and …
Data center buildout faces growing pushback despite AI demand
Developers pivot to other sites but face similar hurdles across regions. Largest Data Center Project Ever Proposed Is Officially Dead The largest data center project ever proposed in the U.S. is officially dead. Blackstone-owned QTS Realty Trust withdrew its appeal to the Virginia Supreme Court on July 2, closing out a three-year legal fight over …
Viral late-bubble trend emerges: Pre-IPO OpenAI stock used to buy homes in San Francisco. Jim Chanos compares AI infrastructure boom to 1990s telecom overbuild.
Buying homes with pre-IPO OpenAI stock? New trend going viral in San Francisco The Bay Area’s real estate market is notoriously competitive, and the artificial intelligence boom is taking it to a whole new level. Would-be buyers are getting turned down because others are making offers in AI stock. A text shared on social media …
Florida real estate flashes warning signs with 1 in 7 US homes for sale in the state and widespread price cuts.
1 in 7 US homes for sale sits in Florida despite only 8 percent of national housing stock. 45 percent of Florida listings took price cuts. This rate runs 6.6 points above national average. 1 in 10 homes sell below what original owner paid. National data shows home prices falling at record pace. Typical for-sale …
Trump wants every American to become a stock market investor
Trump rings the opening bells for the NYSE and Nasdaq from the Oval Office. pic.twitter.com/kg97kyFfQE — Clash Report (@clashreport) July 6, 2026 Trump rang the opening bell at the New York Stock Exchange today, but the bigger story was what he was selling. His administration is pushing government seeded investment accounts that start with a …
Trump 702 deregulation plan drops Friday with ranked tickers set to benefit from reduced rules.
via Livid-Grocery7942 So the White House published its regulatory agenda Friday. 702 rules on the chopping block, biggest semiannual list ever, claiming $1.5 trillion in savings. I went down a Federal Register rabbit hole this weekend and the picture is more interesting than that. The catch nobody will mention: most of that $1.5T is already …
The AI bubble keeps finding new ways to attract more money
Just when you think AI investing cannot get any bigger, another door opens. SK Hynix is launching a $28 billion US listing, giving global investors another way to pile into one of the biggest winners of the AI memory boom. The timing is hard to ignore. HBM memory demand is now being described as structural …
MicroStrategy sells 3588 Bitcoin for 216 million dollars to cover preferred dividends.
BREAKING: Bitcoin falls below $62,000 after MicroStrategy, $MSTR, announces it has sold has sold $216 million worth of Bitcoin “to fund dividends.” pic.twitter.com/uPZr4PessR — The Kobeissi Letter (@KobeissiLetter) July 6, 2026 JUST IN: Michael Saylor announces Strategy sold 3,588 Bitcoin for $216 million to fund dividends for their digital credit securities 👀 pic.twitter.com/QQl2Jih71A — Bitcoin …
The world is getting more dangerous while leaders keep running out of good options
A lot happened overnight, but one pattern keeps showing up. Russia launched 68 missiles and 351 drones at Kyiv, killing at least 11 people in the second massive strike on the capital in less than a week. Ukraine says its Patriot missile interceptors are running low, raising a simple question. What happens if the attacks …
Washington is moving from cutting government back to growing it again
The White House used its July 4 event to highlight DOGE, but it also felt like the end of a chapter. Whether DOGE disappears completely or simply changes direction, the push for rapid government efficiency no longer feels like the main story. Congress has already moved on. Now the fight is over Medicaid, Planned Parenthood …
Trump’s window to pass big legislation is closing fast
This is one of those stories that does not get much attention but could matter a lot. A new poll puts Democrats ahead 50 percent to 42 percent in a hypothetical midterm vote, giving them an early 8 point advantage. At the same time, The Wall Street Journal reports a growing number of Republican lawmakers …
Bars and clubs per capita plunge over 60 percent in America.
Hedgeye: America is running out of places to gather: Bars and clubs per capita have fallen over 60% since the late 1970s, and since 2001 a fifth of movie theaters have shut their doors. Over the past two decades, the country has lost roughly 2,000 golf courses and 7,000 bars and nightclubs. Catching live music …
Foreign investors pour into Japan stocks while fleeing leveraged Korea chip market.
Japan attracts steady foreign capital with less domestic leverage risk. Korea chip sector leverage creates volatility and deters foreign money.
G20 GDP per capita rankings show Saudi Arabia near US level after PPP adjustment.
G20 GDP per capita in 2025 (Adjusted for Inflation & Purchasing Power Parity) byu/Econorama inEconomyCharts “A few economic points that stood out: Saudi Arabia’s position: When adjusting for local costs and purchasing power (PPP), Saudi Arabia climbs right behind the US, overtaking all European G20 nations. The European Cluster: EU countries are remarkably close to each other, …