Inflation ripping higher while real spending collapses is the exact combination that breaks markets and no amount of AI fairy dust changes that math. SPY has just officially topped?

Keep acting like the consumer is still strong and spending like nothing’s changed… and yeah, it’s going to look fine until it suddenly isn’t. Inflation still hot and people already stretched, that’s the kind of setup where things can roll …

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Ken Griffin of Citadel has said there is an energy price shock occurring across the world. Kevin Warsh says AI boom could justify lower rates while Ed Yardeni warns of higher neutral rate risk

Ken Griffin of Citadel has said there is an energy price shock occurring across the world. — unusual_whales (@unusual_whales) April 20, 2026 AI BOOM WON’T AUTOMATICALLY MEAN RATE CUTS Fed chair nominee Kevin Warsh argues an AI-driven productivity surge could …

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Oil markets are not just about barrels, refinery compatibility is the real pressure point. Iran is now hinting that the Bab el-Mandeb Strait will be blocked. The world isn’t ready for $150 oil. And it could get to $200 or higher.

THIS HAS NEVER HAPPENED BEFORE 🚨 🚨NOBODY UNDERSTANDS WHAT THEY JUST TRIGGERED. 🚨 🚨 People always talk about Iranian oil in terms of barrels, but rarely about what’s actually inside them. That’s the key difference—and the reason Western refineries have …

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Airlines could face bankruptcies within weeks as Middle East chaos hits bookings and pushes oil higher, a Dubai billionaire warns. Hiring has also fallen to COVID-shutdown levels, a top economist says.

  Americans aren’t getting laid off. And they’re not quitting. They’re simply just not getting hired, and the numbers haven’t been this bad since the pandemic closed the economy by force. The Bureau of Labor Statistics reported Tuesday the hiring …

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An oil spike in a weakening economy is not inflationary – it is contractionary! FED needs to LOWER rates to counter the effects of higher Oil Prices. “The Income Effect” is the reason. Morgan Stanley still expects Fed cuts, oil shock threatens growth. $150 oil warning, recession risk climbs to 20%

Let me be very clear! An oil spike in a weakening economy is not inflationary – it is contractionary! The FED is extremely misguided if they are going to treat a Supply-Driven Oil-spike as an inflationary trigger. FED needs to …

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Gold long-term structure suggests much higher levels ahead. China has hedged. China’s holdings of US Treasuries have continued to fall.

#Gold long-term structure suggests much higher levels ahead. pic.twitter.com/AXOuccKD7f — Gold Predictors (@GoldPredictors) February 16, 2026 As illustrated in these MacroMicro charts, China’s holdings of US Treasuries have continued to fall.Given the steady issuance of new securities by the US …

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PPI Inflation higher than expected.

Someone getting fired for forgetting to cook the data. https://t.co/kL4Co6W9Su — TT3 (@TradingThomas3) January 30, 2026 (Kitco New) – Gold continues to see significant selling pressure and could face further headwinds as inflation in the U.S. remains persistent, with producer …

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