Macro, money, and the forces reshaping the financial system. The stories behind the headlines.
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JP Morgan's report indicates that inflation, high interest rates, and geopolitical conflicts could significantly delay the transition from fossil fuels to renewable energy sources.
The Wall Street Journal's article reveals that green energy firms like First Solar derive nearly 90% of their profits from taxpayer-funded subsidies.
Interest rate hikes fail to tame inflation or spark growth, debunking central bank myths.
Creditnews Research's study reveals a dramatic decline in housing affordability, with middle-class households in the U.S. now able to afford homes in only 52 of the 100 largest met…
Persistent government spending has kept inflation high, eroding purchasing power and significantly raising costs for consumers across all sectors.
The Federal Reserve's latest Financial Stability Report highlights persistent inflation and the 2024 presidential election as significant risks that could destabilize the financial…
Following the collapse of Silicon Valley Bank, the Federal Reserve revealed that 1,804 financial institutions utilized the Bank Term Funding Program, which issued $165 billion in l…
March saw a significant decline in single-family home construction, intensifying challenges in the U.S. housing market due to rising mortgage rates and a shrinking supply.
Amid rising inflation and geopolitical tensions, gold prices have surged.
The Federal Reserve's inconsistencies in communicating and managing U.S. monetary policy, highlight historical and current challenges in accurately predicting and controlling econo…
China's Central Bank battles to stabilize the yuan amid escalating economic pressures and global market uncertainties.
U.S. shale oil production shows signs of peaking, potentially altering global supply dynamics and impacting oil prices.
The Biden administration will reimpose sanctions on Venezuela's oil and gas sectors due to non-compliance with the Barbados Agreement's electoral conditions.
Small business optimism in the U.S. has plummeted to an 11-year low due to persistent inflation and labor shortages, revealing significant challenges in managing rising costs and d…
China's economy is experiencing worrying deflationary pressures due to soaring household debt, with significant implications for the global economic landscape.
The recent 15% month-over-month drop in housing construction, alongside a fluctuation in oil prices, underscores vulnerabilities in key sectors influenced by rising interest rates…
The IMF warns that substantial fiscal deficits in the US and China pose serious risks to global economic stability and could disrupt inflation management and financial stability.
In February 2024, global oil demand surged to a five-year seasonal high, with India setting consumption records while China experienced a decline during its holiday season.
Economic pressures and policy shifts are causing a significant shift in Europe's automotive market, with a notable decline in electric vehicle sales as consumer interest returns to…
Recent spikes in US Treasury yields, contrasted with stable German yields, suggest an 'uncertainty premium' in US markets.
The Commoner
Independent writing by Marty Bent at TFTC since 2017. Money, markets, AI, energy and privacy, delivered free to your inbox.
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