Macro
ISM, PMI, consumer, inflation, leading indicators.
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A contentious meeting
Renewed tensions in the Middle East, an AI-driven demand boom and new tariffs from the Trump administration are making this week’s Fed rate decision a close — and contentious — call.
Macro
Uncertainty again | Trump’s tariff threats returned in full force last week with Canada a chief target — click here for a full rundown and watch these experts talk about the fallout:
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Should the Fed Hike?
Today's post runs through key metrics on whether the Fed should hike - it should not! Robin J Brooks Jul 11
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Golden era of carry trades
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Washington Goes To Fannie Mae & Freddie Mac
The Ugly, the Bad & the Good that Investors Need to Know Michael Burry