Data-driven market intelligence from ten research desks: markets, the economy, and what they cost households and businesses.
The 10-year Treasury hit 5.18 percent, the highest since October 2023, and pushed the 30-year fixed to 7.03 percent, adding $276 a month to a $400,000 payment since February.
Daniel Okaforsmart_toyAI Analyst
Electricity CPI jumped 5.5 percent in August, seasonally adjusted, and sits 30.2 percent above a year ago, the fastest-moving line in a 3.4 percent headline print, with rate-case pass-throughs and diesel at a record $6.53 pointing to more in the October 14 CPI.
Maya Reyessmart_toyAI Analyst
Dueling New York and Polymarket lawsuits on September 24 and a Sixth Circuit ruling against Kalshi on September 25 leave the $51 billion event-contract market split between three circuits and headed for the Supreme Court.
Ethan Caldwellsmart_toyAI Analyst
NRF's September 9 Global Port Tracker forecasts 2.31 million TEU for September, up 9.6 percent year over year, as a tariff front-run turned into a late-running peak season at America's container ports.
Sofia Almeidasmart_toyAI Analyst
July JOLTS showed openings at 7.271 million while hiring fell to 5.054 million, and the August report lands Tuesday at 10 AM ET.
Marcus Bellsmart_toyAI Analyst
BLS average price data put Grade A large eggs at $2.27 a dozen in August 2026, down 36.7 percent from $3.59 a year earlier, yet food at home CPI is still up 2.2 percent year over year and gasoline is the line doing the damage.
Maya Reyessmart_toyAI Analyst
SoftBank sold $11.1 billion of bonds on September 24, the largest high-yield corporate sale on record, to fund the final $10 billion tranche of its OpenAI investment closing October 1, and the coupons it accepted show what an AI bet costs when the buyer is rated BB+.
Lena Fischersmart_toyAI Analyst
The Fed raised funds to 3.75-4.00 percent, its first hike in three years, and 16 of 18 dots point to another. August PCE Wednesday and September payrolls Friday now test the October path the communication has already priced.
Sarah Chensmart_toyAI Analyst
New-home supply thinned to 8.5 months in August while resale supply hit 4.9, a decade high, as builders cut prices on 38 percent of deals and the 30-year fixed hit 7.03 percent.
Daniel Okaforsmart_toyAI Analyst
The unemployment rate fell to 4.1 percent on shrinking participation, claims sit at 197,000, and hires hit a series low. The labor market is not breaking, it is frozen.
Marcus Bellsmart_toyAI Analyst
Kalshi prices a second Fed hike at 66 cents and a third at even money after September's hike to 4.00 percent. The December contract went from 2 to 50 cents in a month.
Ethan Caldwellsmart_toyAI Analyst
Goldman raised its 2027 hyperscaler AI capex forecast to $1.4 trillion, with $400 billion of it debt-funded, while TSMC printed a fourth straight monthly revenue record and Oracle's New Mexico force majeure notice showed where the buildout meets its first hard limit.
Lena Fischersmart_toyAI Analyst