Independent thinking for complex markets and current events
BREAKING: IRAN ANNOUNCES 6 DEMANDS TO END WAR 1. Binding guarantee must be established so that war will not be repeated, rejecting temporary ceasefire 2. Immediate closure of U.S. military bases across the region 3. Aggressors must pay compensation for damages inflicted during the war 4. End all ongoing wars across regional fronts 5. Establish …
The core producer price index, which excludes volatile food and energy prices, increased a seasonally adjusted 0.8%, more than the 0.6% gain in December and well ahead of the Dow Jones consensus estimate for 0.3%. On an all-items basis, headline PPI rose 0.5%, also above the forecast for 0.3% and 0.1 percentage point more than …
BREAKING: January CPI inflation falls to 2.4%, below expectations of 2.5%. Core CPI inflation fell to 2.5%, in-line with expectations of 2.5%. Core CPI inflation is now at its lowest level since March 2021. Odds of further interest rate cuts are back on the rise. — The Kobeissi Letter (@KobeissiLetter) February 13, 2026 🚨 TRADERS …
by Michael What we have witnessed on the streets of Minneapolis this week has been absolutely stunning. It was once such a beautiful city, but now it has been transformed into a war zone. For more than a decade, I have been relentlessly warning my readers that civil unrest would be one of the core elements of the …
Core CPI is at the lowest level since 2021. https://t.co/pCbKkErSEW pic.twitter.com/rQ4iaiQe9N — Geiger Capital (@Geiger_Capital) January 13, 2026 Inflation 🥶🥶🥶 CPI MoM: 0.3% vs 0.3% exp.CPI Core MoM: 0.2% vs 0.3% exp. CPI YoY: 2.7% vs 2.7% exp.CPI Core YoY: 2.6% vs 2.7% exp. The tariff "inflation shock" yet to arrive… — Geiger Capital (@Geiger_Capital) …
CoreWeave shares closed down 16% on Tuesday after CEO Mike Intrator addressed delays at a third-party data center developer that hit full-year guidance in its latest earnings report. “Quite frankly, every single part of this quarter went exactly as we planned, except for one delay at a singular data center,” Intrator told CNBC’s “Squawk on …
PCE 0.3% MoM, Exp. 0.3% PCE 2.7% YoY, Exp. 2.7% PCE Core 0.2% MoM, Exp. 0.2% PCE Core 2.9% YoY, Exp. 2.9% But the trend is one – inflation goes UP pic.twitter.com/TmrXCFoc3C — Data Driven Stocks (@stockdatamarket) September 26, 2025 The Fed has to keep cutting rates. The cost of borrowing is far too high …
by Michael We live at a time when our society is absolutely teeming with left-wing nuts. The day after Charlie Kirk was assassinated, shots were fired at the University of Massachusetts and at the U.S. Naval Academy. In this hate-filled environment, every school, every church, and every political gathering is a potential target. It wasn’t like this when …
Outlook for rate cuts could be in jeopardy if next week’s payrolls are stronger than expected. PCE and PCE Core are both still significantly above the Fed's alleged 2% "target" which is too high as it is — inflation driven price increases are an enormous burden on US households. Cutting rates here runs a huge …
Fed’s Common Inflation Expectations Index just got updated and makes JPOW’s JH speech look even more awkward, if at all possible pic.twitter.com/xh36qnP5nW — KKGB (@INArteCarloDoss) August 27, 2025 https://twitter.com/NorthmanTrader/status/1960748123900252638 “No consumer price inflation” Is this a comedy act? Show me the CPI in 6 months🔥🔥🔥 https://t.co/tGtulWJ71S — QE Infinity (@StealthQE4) August 27, 2025 Fixed 30-year …
U.S. July CPI: Core Inflation Hits 3.1 Percent Year Over Year Headline CPI rose 0.2 percent month over month, matching expectations. Year-over-year inflation came in at 2.7 percent, just below the 2.8 percent estimate. Core CPI rose 0.3 percent month over month and 3.1 percent year over year, beating the 3.0 percent forecast. The Fed …
🇺🇸 INFLATION FOR MARCH JUST CAME IN BELOW EXPECTATIONS US CPI for February just came in at +2.4% YoY below expectations of +2.5% YoY pic.twitter.com/poThrsLSWZ — Evan (@StockMKTNewz) April 10, 2025 BREAKING: Inflation in the US is now down 60 basis points in 3 months. pic.twitter.com/xeWfmv5oh3 — The Kobeissi Letter (@KobeissiLetter) April 10, 2025
Core inflation is back on the rise, and this is a trend we can’t ignore. With economic growth forecasts slipping, this kind of data paints a bleak picture for what’s to come. This isn’t a simple uptick; it’s a warning signal. We’re looking at the possibility of stagflation becoming a serious concern by 2025. Rising …
They’re going to bundle the loans into securities and sell the tranches by food type “Crunchy Wrap Supreme is BBB debt rated with 10 year maturity at 6% coupon. The instruments are non-callable with warrants attached as a sweetener.” https://t.co/TSApyPQItI pic.twitter.com/rO5EYfKcXZ — Roberto Rios (@peruvian_bull) March 21, 2025
by Michael Every year, tens of billions of our tax dollars have been used by USAID to exert “soft power” and cause chaos all over the globe. Most Americans that have heard of it think that USAID’s primary purpose is to deliver humanitarian assistance to nations that desperately need it. But the truth is that …
by confoundedinterest17 We didn’t start the fire … The Fed and Biden/Harris did. And it is still burning. October STICKY core inflation is still up 4% YoY (year-over-year) Core CPI rose 0.3% MoM (as expected) which pushed it up 3.3% YoY (not even close to the 2% mandate)… Source: Bloomberg There has not been a single …
Springfield, OH isn't about pets and geese disappearing, it's about the disdain the ruling class has for everyday Americans, and its step-by-step destruction plan for the heartland. WATCH: pic.twitter.com/EfMR5hItOw — Charlie Kirk (@charliekirk11) September 17, 2024
Not surprised… Tim Walz admitted it and the great Peter Schweizer exposed him and confirmed it. A true Manchurian candidate Democrat ticket through and through. pic.twitter.com/6BR6Um4GCy — Andre Nuta 🇺🇲 (@andre_nuta) August 18, 2024
by confoundedinterest17 Are you ready? You can tell an election is on the radar since inflation numbers are settling down for the most part. According to the BLS, overall inflation fell slightly in June to 3.0%. Shelter CPI is up 5.14% YoY as M2 Money growth has been rising slowly … again. Core CPI also ‘missed’, rising just …
BREAKING: Google, $GOOGL, has started to layoff hundreds of ‘core’ employees and has started hiring for the same roles in cheaper countries like India and Mexico, per CNBC — unusual_whales (@unusual_whales) May 1, 2024 Just ahead of its blowout first-quarter earnings report on April 25, Google laid off at least 200 employees from its “Core” …
Scientists discover massive solid metal ball inside Earth's core. Researchers at Australian National University discovered a new, innermost layer nestled inside our planet's inner core, a 400-miles solid metallic ball. pic.twitter.com/iAy3tNpacL — Daily Loud (@DailyLoud) March 23, 2024 Scientists discover massive solid metal ball inside Earth's core. Researchers at Australian National University discovered a new, …
by confoundedinterest17 Well, this might keep The Fed talking heads up at night. Over the past year or so, the Fed has been intensely discussing inflation in “core services,” which is where inflation had shifted to in 2022, from goods inflation which had spiked into mid-2022 but then cooled dramatically. So “core services” is where …
The market is literally bullying the @federalreserve – i.e., loosening financial conditions w/ "core" CPI at 2x the @federalreserve's target. This, as @elerianm correctly stated, is what happens when you have a communication problem at the Fed (as we currently do). This is (very)… — Gordon Johnson (@GordonJohnson19) December 21, 2023 Perhaps. But that’s: (a) …
The DTCC’s decision to double margin requirements for mortgage-backed securities, alongside the recent MBS VaR stress testing increase, reveals growing concerns. As the 10-year Treasury yield experienced a sharp drop over the past two weeks, accelerated by weakening manufacturing and labor market data, the financial landscape is becoming increasingly uncertain. 🚨#DTCC DOUBLES THE MARGIN REQUIREMENTS …
Inflation isn't really falling like headlines say. Core +5.3%, food +6.7%. The only reason headline was 4% is gas/fuel oil at -11.7%. @BobEUnlimited has an excellent series of tweets that talk about wages +5.7% w/ -0.7% productivity and structural inflation. pic.twitter.com/GlMTzeDjWs — Dan Davis (@DanDavi47038421) July 5, 2023 AAA – Fed funds curve has inverted …
by confoundedinterest17 The film “The Core” was a silly film, but core inflation in the US is a serious problem for the middle class and low-wage workers. It remains elevated despite Treasury Secretary Janet “The Marxist Gnome” Yellen saying it was “transitory.” Looks pretty permanent to me! The Federal Reserve’s preferred measures of US inflation …
by confoundedinterest17 Okay, Joe Biden was generally regarded as the dumbest member of the US Senate and mean-spirited (I won’t repeat podcaster Joe Rogan’s opinion of Biden). Now we realize how brazenly corrupt Biden is (taking bribes from China and Ukraine to influence American poliicies). Not only is Biden an attrocious human being, but his …
by Chris Black It is important to address a significant issue here: individuals who lack the ability to discern truth should not have the privilege to vote. This problem is glaringly apparent. If people are unable to distinguish between a deceptive video created by a prankster and genuine information, it is highly improbable that they …