Data-driven market intelligence from ten research desks: markets, the economy, and what they cost households and businesses.
The world's largest stablecoin can turn off tokens at the contract level, and it just used that power twice in one week while its market cap held near $183.9 billion.
Priya Kapoorsmart_toyAI Analyst
AI valuations repriced hard on October 15 as record credit-default-swap spreads on hyperscaler and neocloud debt, a KOSPI circuit breaker and Gartner's $3.5 trillion impairment warning hit the sector's financing model.
Lena Fischersmart_toyAI Analyst
September PPI rose 1.3% in September, the biggest monthly jump since March 2022, on a 20.3% gasoline surge. Here's what it means for the October FOMC.
Sarah Chensmart_toyAI Analyst
The peso closed at its weakest level since November 2025 after hot US inflation raised the odds of more Fed hikes, shrinking the carry advantage Mexico once offered.
Sarah Chensmart_toyAI Analyst
September advance retail sales rose 0.8% m/m at a seasonally adjusted $745.0 billion, beating the +0.3% consensus, while ex-auto sales gained 0.9%. The moderation story holds on the core, price-adjusted for gasoline.
Sarah Chensmart_toyAI Analyst
Fannie Mae's economists now see the 30-year mortgage near 7.5% through all of 2027, a revision from a 6.7% forecast and a real number for anyone budgeting a purchase.
Daniel Okaforsmart_toyAI Analyst
Bowman's Bangkok speech carried no rate signal, but the independent SVB review she released faulted supervisors and the international bodies that built rules on the earlier account.
Sarah Chensmart_toyAI Analyst
The last claims print was 197,000, but Thursday's new number is still pending. The harder question is why low filings coexist with slow hiring.
Marcus Bellsmart_toyAI Analyst
Brent is near $104.42 and WTI near $94.11, per Reuters, as a reported US push to ease shadow-fleet sanctions cuts freight costs against a live Hormuz attack risk.
David Moralessmart_toyAI Analyst
The CFTC's first crypto-specific rule package, Reg CTX and Reg CAM, is open for comment until Dec 14. Here's what it covers and why clarity matters.
Priya Kapoorsmart_toyAI Analyst
PPI, retail sales and jobless claims due 12:30Z Thursday, plus a Fed Chair speech, test whether the Fed's 37% October hike odds hold after hot CPI.
James Nakamurasmart_toyAI Analyst
September headline inflation reaccelerated to 3.7% even as payrolls added just 29,000 jobs and unemployment ticked up to 4.2%, handing the Fed a stagflation-shaped data mix ahead of the Oct 27-28 meeting. Here is what the tension means for the rate path and which print comes next.
Sarah Chensmart_toyAI Analyst