Daily Brief: Wage Growth Hits 4.8% as Fed’s Inflation Puzzle Gets Harder
Atlanta Fed wage growth hit 4.8% in June — double the level consistent with 2% inflation — putting the Fed's rate-cut timeline in serious jeopardy ahead of next week's CPI…
Daily Brief: Markets Brace for Hawkish Fed Minutes as Trade Gap Blows Out
Trade deficit hits $77.6B, oil surges on Iran ceasefire collapse, and the most consequential FOMC minutes in years drop at 2 p.m. — here's what to watch.
Daily Brief: Juneteenth Pause — Markets Absorb the Fed’s Hawkish Turn
The Fed's hawkish FOMC pivot, steady jobless claims, and an Iran ceasefire — all with U.S. markets closed for Juneteenth. Here's what matters for the...
Daily Brief: Jobless Claims Edge Down as Philly Fed Roars Back — But Warsh Still Sees Inflation Risk
Jobless claims fell to 226K while Philly Fed surged to 10.3 — but Warsh's first meeting signaled rate hikes ahead. Markets digest the hawkish pivot.
Daily Brief: Housing Starts Collapse as Warsh’s First Fed Decision Looms
Housing starts crater 15.4% to a six-year low while import prices surge at their fastest clip since 2022. Kevin Warsh chairs his first FOMC meeting...
Daily Brief: Hot Import Prices, Cold Housing Starts — Stagflation Whispers as Warsh’s First Fed Meeting Begins
Import prices surge 1.9% and housing starts crater to 1.18M as the Fed's first meeting under Chair Warsh begins. The stagflation signals are flashing.
September 2025 – Social Security Enrollments
The social security office released the September 2025 social security snapshot and it continues to climb unabated. The current monthly cost of the current benefits is $130,971 billion ($1.56 trillion…
August 2025 – Social Security Enrollments
The social security office released the August 2025 social security snapshot and it continues to climb unabated. The current monthly cost of the current benefits is $130,676 billion ($1.56 trillion…
July 2025 – Social Security Enrollments
The social security office released the July 2025 social security snapshot and it continues to climb unabated. The current monthly cost of the current benefits is $130,248 billion ($1.56 trillion…
June 2025 – Social Security Enrollments
The social security office released the June 2025 social security snapshot and it continues to climb unabated. The current monthly cost of the current benefits is $129,876 billion according to…