“Geographic Rotation Is Striking”: Home Prices Are Falling In A Majority Of US Cities
US home prices in the 20 largest cities rose 0.13% MoM in September (very slightly better than the 0.1% rise expected) and up for the second month in a r…
Amazon Announces $50B Plan For Dedicated Government AI Supercomputing
Amazon Web Services is making a major push into government-focused artificial intelligence and supercomputing, announcing plans to build the first AI- and HPC-dedicated …
Stock Rally Falters As Nvidia-Google AI Rivalry Intensifies
US futures are flat, having rebounded from session lows, even as Nvidia shares fell 3.8% in premarket trading as investors assess the threat of increased competition after a repor…
Core Producer Price Inflation Slowest In 15 Months, But…
Headline Producer Prices rose 0.3% MoM in September (as expected)
Source: Bloomberg
Core PPI (Ex Food & Energy) rose just 0.1% MoM, bringing Core PPI YoY down to +2.6%…
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Burlington Shares Slide After Store Traffic "Fell Off Significantly"
Off-price department store retailer Burlington, formerly known as Burlington Coat Factory, fell in premarket trading after reporting weak third-quarter compara…
US Retail Sales Disappoint In September
After two months of nothing, the avalanche of actual government-supplied macro data begins in earnest with Retail Sales (for September). BofA’s omniscient analysts expected a small beat…
Retail s…
ADP Weekly Employment Report Signals Weakening Labor Market In November
For the four weeks ending Nov. 8, 2025, ADP reports that private employers shed an average of 13,500 jobs a week, considerably worse than than the last couple of weeks…
Zelensky Seeks Urgent Meeting With Trump To Negotiate Territorial Concessions ‘Sticking Point’ Directly
Update(1155ET): Since the early morning hours there’s been a steady walk-back on initial headlines that Ukraine has ‘agreed’ to the Tru…
Why Did Democrats Suddenly Go Quiet On Epstein Files?
Why did Democrats suddenly go quiet on the Epstein files?
Democrats whipped themselves into a frenzy trying to manufacture a “gotcha” moment for President Trump and the GOP over the Ep…
The Decline Of Developed Nations' Fiat Money
Authored by Daniel Lacalle,
Governments assume they can print as much currency as they like and it will be accepted by force. However, the history of fiat currencies is always the same: fi…
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