There's a lot of confusing data, right. Yeah. What's your read.So demand for apartments or for housing has been very, very strong over the last few years. But that's been really masked by the oversupply that we saw over those years. And so that kept rents fairly flat.And while now we started, we started to see something really shift in Q1, Q2 of 2026. And what happened is construction that was at an, uh, very high rate at the peak of 2022 was about 60% down over the last year. And so what's happening now is ...

Investing the majority of your stocks — 80% to 90% — in a broad-based index fund such as the S&P 500 is a time-tested way to beat inflation, wealth managers say. https://t.co/f4J6gVOxvc ...

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. Chapters: 00:00 Treasury Bond Rescue Tests Fed Credibility 05:25 Fed's Warsh Needs to Launch Operation Twist — Peter Tchir, Academy Securities 19:22 Trump's Iran Sanctions Risk a Clash With China — Peter Tchir, Academy Securities 32:04 Treasury's Bond Fix Won't Solve Long-End Pressure — Col ...

One of the things that is true is that we've had many periods in our history with, you know, essentially if you're thinking in economics terms where the Philip curve is very flat and you just don't see the relationship between the labor market and price inflation and and it also sh kind of illustrates why the shocks have been a big component of overall inflation. You know, the tariff shock, the oil price shock, and now the AI investment boom shock. And in all of those, you have to ask what is the expectatio ...

are just saying, none of you all work for me. I want something else. Absolutely.Obviously there's this attempt at fear mongering to put the elections on the landscape or the terrain of the 1950s, the so-called red scare. Now we have the woke scare. But what we really are confronting are everyday ordinary people trying to make sense of their lives in relation to everything you laid out, electric bills, gas bills, grocery bills, housing, policing, a range of things that are impacting their day-to-day lives.An ...

When we consider this buyback program the larger one announced by the Treasury just two weeks after its initial quarterly refunding announcement. Obviously, trying tactically to rein in long end deals, it is a. Is it a coincidence in your mind that that was announced on the same day.Our national debt crossed $40 trillion. You know, I don't know if markets respond to exact thresholds like that, but certainly big picture. We have an enormous amount of capital being drained by the government. At the same time ...

Market Trends & Macroeconomic Environment - Long bond yields and structural factors are driven by fiscal sustainability, geopolitical rebalancing, and massive artificial intelligence investments for the industrial renaissance[2] - The long bond yield increase is a global phenomenon rather than just a US occurrence, focusing policy calibration primarily on the short end[3] - The Treasury Department's long-end yield curve moves include a rise of close to 7 basis points on 30-year bonds, while S&P 500 equity futures trade lower by 0.6%[17][18] - Inflation has remained above the target for more than 5 years while the labor market maintains a low-hiring and low-firing environment[12][31] Monetary Policy & Federal Reserve Stance - The Federal Reserve's primary objective remains restoring price stability and bringing inflation back down to the 2% goal[3][21] - Policy is currently maintained at a slightly restrictive level, with officials supporting the July hold while evaluating upcoming inflation and labor market data[9][11] - Financial markets have priced in additional tightening on the shorter end of the yield curve, reacting appropriately to softer inflation and labor data[6] Industry Dynamics & Corporate Sentiment - Businesses remain cautiously optimistic beyond the artificial intelligence sector, viewing current developments as a new industrial revolution[27] - Artificial intelligence demand and data center buildouts are driving technology sector investments without causing broad spillover into general consumer price inflation yet[14][35][36]

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LATEST: 🇺🇸 The Fed's July minutes show "many" officials believe rate hikes may be needed if inflation doesn't cool, even as the FOMC held rates steady for a fifth straight meeting. https://t.co/Yl9a54SXJ7 ...

Economic and Market Trends - European and British economies have largely stagnated since the great financial crisis, leading to rising political polarization and populism [9][10] - The UK spent 8 million pounds a day on hotels for illegal immigrants at a certain point [27] - Approximately 3 million people crossed the Mediterranean Sea on boats over a 10-year period [47] - The UK water industry was privatized 40 years ago, resulting in the UK now having one less dam than it had 40 years ago [64] Energy and Climate Change - Global CO2 emissions and greenhouse gases of the future are overwhelmingly projected to be produced in India and China [76] - Britain produces 1% of global carbon emissions [81] - The Atlantic Meridional Overturning Circulation (AMOC) transfers about 10 degrees Celsius of heat from the Atlantic to Europe, and its potential collapse could drop average European temperatures by 10°C [93][125] - The 1972 Limits to Growth study projected that ecological and system collapses could occur between 2030 and 2050 if consumption trajectories continued [110][112] Global Geopolitics and Technology - China has a population ranking of 65th in the UN World Happiness Report compared to the United States ranking 23rd [183] - China has built a substantial automotive industry featuring about 130 car companies, combining central planning with private sector competition [174][175]