Macro Notification

Billionaire investor and Pershing Square USA Ltd. (NYSE:PSUS) CEO Bill Ackman warned Thursday that dependence on the Strait of Hormuz remains a critical vulnerability for the global economy, as the U.S. and Iran reached an agreement to end a conflict that disrupted global shipping...

Investors assessing the Federal Reserve's decision to keep interest rates steady this week may be suffering from a false sense of security. According to a global macro strategy report authored by Frank Flight at Citadel Securities, the market is severely under-indexing a looming hawkish pivot. The...

Federal Reserve Chair Kevin Warsh‘s first policy meeting drew mixed reactions from economists, with attention centered on his decision not to submit a dot plot projection, his inflation messaging and his plans to reform the institution The Fed held rates steady at 3.50%-3.75% on Wednesday and...

A collapse in crude oil futures prices is poised to deliver savings to American motorists, with top economist Mohamed A. El-Erian predicting that regular gasoline and diesel will crash through the $4 and $5 thresholds, respectively, in the coming days. Imminent Relief at the Pump The nationwide...

Michael Burry, the investor who famously predicted the 2008 housing market collapse, sparked fresh debate about market valuations on Monday after posting a cryptic message on X as investor enthusiasm continues to build across artificial intelligence, technology stocks and SpaceX‘s (NASDAQ:...

An economic crisis may be unfolding across the United States as millions of Americans simply “can’t find jobs,” pushing the number of discouraged workers well beyond 2008 Financial Crisis levels. This metric of shadow unemployment has “surged” by over a million people...

The U.S. government is reportedly unlikely to extend Anthropic-related AI export controls to other companies. Security Concerns Drive Selective Regulatory Action According to a report by The Information on Saturday, citing a source, the administration’s concerns remain focused on security...

Consumer prices for computer software and accessories rose roughly 14.5% year-over-year in May, the largest annual increase in data dating back to 2000. Software and Chip Prices Hit Records The figures were reported by The Kobeissi Letter, an account on X that tracks macroeconomic data, citing the...

President Donald Trump‘s “I love the inflation” remark continued to draw backlash across political circles Thursday, as former Secretary of State Hillary Clinton joined critics who have accused the president of being out of touch with the financial pressures facing American...

As Iran pushed back against President Donald Trump‘s claims that a peace agreement had been approved, Iranian Parliament Speaker Mohammad Bagher Ghalibaf warned that “wrong strategies and impulsive decisions” could trigger a broader crisis that would devastate energy...

Iran said it had not made a final decision on a proposed peace agreement with the U.S., pushing back against President Donald Trump‘s claim that a deal was effectively approved and prompting fresh questions about a conflict that has already rattled global markets and energy supplies. Deal Or...

Top economist Justin Wolfers has warned of a growing “affordability crisis” as the newly released May CPI report reveals that “real wages” have been falling for six consecutive months, completely eroding worker gains in 2026. Shocks Batter Paychecks According to Wolfers, the...

Former Congresswoman Marjorie Taylor Greene criticized President Donald Trump‘s remark that he “loves inflation,” calling the comment “shocking” and warning that it could hurt Republicans politically ahead of the 2026 midterm elections. Greene made the...

As inflation climbed to its highest level since April 2023, economist Mohamed El-Erian highlighted a frustration familiar to many consumers after paying $7 for an iced beverage that appeared to be mostly ice. The comment arrived as consumers continue to grapple with the lasting effects of inflation...

President Donald Trump‘s remark on Wednesday that “I love the inflation” after the U.S. consumer prices rose to their highest level since April 2023 sparked a wave of criticism, with Sen. Bernie Sanders (I-Vt.) arguing that many Americans are still struggling to afford everyday...