A hub for independent voices and hard truths
Notayesmanseconomics argues the net zero push is colliding with employment costs and growth pressure, not just energy transition goals. The core claim is simple. Higher costs are forcing a rethink of how fast and how far the transition can go, especially as job pressure builds in the wider economy. UK …
"Consensus estimates from Bloomberg now project GDP at 2.28% and headline CPI inflation at 3% to end the year."@_JoshSchafer pic.twitter.com/iYvnlVhrO1 — Daily Chartbook (@dailychartbook) April 8, 2026 🔴 Fed Minutes: Many participants saw risk of inflation remaining elevated for longer than expected amid persistent oil price increase, which could call …
Peter Schiff examines the first trading week under President Trump’s second term, noting market performance, a joint venture announcement in the tech industry, and a significant decline in the dollar index. He delves into the implications of a $500 billion AI investment, arguing it may strain short-term economic resources. Peter …
There’s a reason why the big boys have been selling and holding cash. The market may not correct right away but when it bottoms it will take years to recover. The difficulty will be determining when the bottom is in. — JettBlast (@JettBlast00) September 18, 2024 8/ The Fed cuts …
via Mike Shedlock: The ISM services index was a bit stronger than the Bloomberg consensus estimate of 52.1. Notably, 64 percent of respondents report increasing prices, up from 56.7 percent. ISM chart and excerpts below by permission from the Institute for Supply Management® ISM® If Fed chair Jerome Powell was …
BofA’s latest survey signals a worrying trend as 76% believe the hiking cycle is over, 80% expect lower short rates, and a record 61% foresee lower yields. Investors are shifting to bonds at the highest rate since 2009. Notably, the big change isn’t just the macro outlook, but the widespread …
So it’s “consensus” about something where politicians don’t even know what the exact meaning is.‼️🥴 — 🇳🇱RudolfJ🇳🇱💪 (@RUDOLFJ15) July 31, 2023