Macro & the Fed
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U.S. electricity use for electric vehicles increasing at a slower pace in 2026Holiday retail sales are expected to top $1 trillion as inflation boosts growthPersonal Income and Outlays, August 2026GDP, (Third Estimate), Industries, Corporate Profits, State GDP, and State Personal Income, 2nd Quarter 2026; State PCE, 2025Animal Spirits: Will Higher Rates Kill the Stock MarketStrategic Petroleum Reserves through 9/18Turnover in the Labor Market Calms Down, after Chaotic ChurnWaller, Payments in the Age of AI AgentsDiesel up 67.5% Relative to Pre-WarBarr, Economic Conditions and Monetary PolicyConfidence Slips (Way) Below ConsensusA Brutal Bond MarketBowman, Opening RemarksSan Antonio Economic IndicatorsBanking Analytics: U.S. Banking Industry Performance in Q2Anthropic Lost $42 Billion on $4.6 Billion in Revenues in 2025: Leaked IPO ProspectusYields Up (Again), Yield Curve SteepeningBiggest Borrowers & Lenders in the $13.5-Trillion Repo Market: How the Hedge Fund “Basis Trade” & Money Market Funds Fit InCook, An Update on AI and the EconomyBond Yields: Two PicturesStrange TimesNonresidential Fixed Investment in the DotCom Boom/BustHenry Hub natural gas prices this summer were 6% lower than last summerU.S. International Transactions and Investment Position, 2nd Quarter 2026Do Productivity Booms Push Down Prices?Mexican economy shows mixed signals in the third quarterBarr, A Long-Term View on the Costs of Shelter← PreviousNext →