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- Indexed issues, last 90 days
- 31
- Latest publication
- Sep 30, 2026
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- Earliest in this view
- Sep 2, 2026
Latest issues
📊 The Close: The Shrug (opens the original)
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🚨 The market got exactly the good news it’s been begging for. And it fell anyway. That’s the story. 🎯 On the final day of September — the hinge of our “verdict week” — the evidence arrived, and it broke the bulls’ way. Core PCE, the Federal Reserve’s preferred inflation gauge, cooled to 3.0% year-over-year, down from 3.3% and below what economists forecast, with the monthly core rising just 0.2%. Inflation is cooling faster than expected. Treasury yields, which had spiked to multi-decade highs a
📊 The Close: The Consumer Cracks (opens the original)
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🚨 On the surface, Tuesday was a nothing day — a tight, sleepy range as the market waited for the data storm. Underneath, the American consumer just flashed a warning sign you can’t ignore. 🎯 The indexes barely budged: the Dow slipped 132 points (−0.26%) to 51,349.92 for a back-to-back loss, the S&P eased 0.16% to around 7,671, and the Nasdaq was essentially flat (−0.09%) at 26,797.54. As one desk put it, stocks “did a whole lot of nothing,” holding a tight range for a second straight day while W
📊 The Close: The Hollowing (opens the original)
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🚨 The most important data week of the fall opened with a warning shot — and a statistic that should stop every investor cold. 🎯 Stocks fell broadly on Monday, with the Dow dropping 347 points (−0.67%) to 51,481.51, the S&P 500 sliding 0.77% to 7,683.69, and the Nasdaq shedding 0.92% to 26,820.38. The trigger was the same master variable we’ve tracked all fall: the 10-year Treasury yield spiked to 5.25%, its highest level in 19 years, after President Trump reportedly rebuffed an Iranian peace pro
📊 What To Watch This Week: The Evidence (opens the original)
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🚨 We spent last week listening to the Fed talk. This week, we finally get the data to decide whether they were bluffing. 🎯 After a stretch where the market hung on roughly 10 Fed-speaker appearances to divine the rate path, the calendar now delivers the hard evidence — and it delivers a lot of it, all at once. This is, by several accounts, the most concentrated macroeconomic data window between late September and early October, and it lands at the worst possible moment for a fragile market: the
Rich Country, Broke Households 🏦 (opens the original)
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⛽ The gallon costs $4.49. That’s the highest the national average has ever been for this time of year. Diesel, the fuel that moves every truck that moves every product on every shelf in America, just hit a record $6.52.💸 Your paycheck grew this year, 3.1% to be exact. Prices grew 3.4%. You got a raise and still took a pay cut.📉 Ask Americans whether their income will beat inflation next year and only 8% say yes. The other 92% have already done the math at the kitchen table.📈 And yet the S&P sits
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