Category: Markets and Macro

President Donald Trump is moving quickly to reshape the Federal Reserve, telling allies he intends to name a replacement for Fed Chair Jerome Powell in January and signaling that the search has narrowed to a small circle of contenders. The timing raises the stakes for financial markets already trying to gauge the path of interest…

The United States is heading into 2026 with a rare mix of political bravado and cautious economic optimism. President Donald Trump’s signature tax-and-spending package, widely branded the “big, beautiful bill,” is now moving from talking point to lived reality, reshaping incentives for households, companies, and global investors. As the provisions phase in, I see a…

Leather boots, handbags, and even living room sofas are quietly becoming some of the clearest casualties of the latest trade fight. Tariffs on both finished goods and raw materials are colliding with higher cattle costs, and the result is a price spiral that brands say will shape what shoppers pay for years, not months. I…

Donald Trump is back in the White House with a clear preference for cheap money, aggressive fiscal stimulus and a Federal Reserve that cuts rates “by a lot.” If that mix leads to another round of heavy money creation, it could be rocket fuel for Bitcoin, which is built to be scarce in a world…

Donald Trump has made it clear that his next choice for Federal Reserve Chair will be expected to slash interest rates aggressively if markets and growth stay strong, a demand that could reshape both monetary policy and the politics around it. His promise that the successor to Jerome Powell will cut rates “by a lot”…

Households are heading into 2026 with a rare mix of relief and uncertainty: growth is expected to hold up, but inflation, rates and markets are all shifting at once. I see four big economic turns on the horizon that will shape how safe, flexible and productive your cash really is. The smartest moves now involve…

Americans are keeping the economy afloat even as their own budgets feel increasingly fragile. They are cutting corners, delaying care and leaning on credit, yet still swiping their cards often enough to keep growth alive. That tension, between visible resilience and private strain, is what analysts mean when they say households are “muscling through” soaring…

The U.S. Postal Service is again staring at red ink, with mounting losses raising fresh questions about how long it can keep operating under its current model. The agency is not literally about to shut its doors, but its finances are strained enough that every new cost cut, price hike, or delivery change now feels…

Headline inflation has eased from its peak, yet for many households the weekly grocery run, the rent payment and the gas station receipt still feel punishing. The official numbers say price growth is slowing, but the lived experience is that the cost of staying afloat has reset to a higher, more stressful level. I want…

Elon Musk has started talking less about universal basic income and more about what he calls “universal high income,” a future in which he says there will be “no poverty” and little reason to save money at all. The claim sounds utopian, but it also raises a blunt question that markets, workers and policymakers care…