Markets

Oil Jumps 7% As Trump Threatens Iran Hours Before Fed Decision

Glencore Sees $3.3 Billion Trading Profit as Iran War Rattles Oil Markets Oil prices surged more than 7% on Wednesday as renewed U.S.-Iran hostilities...

Jul 29, 2026 • 5 min read

Economy

Refined Products Prices Rising, Again

Could someone please remind little EJ Antoni that GDP/M2 aka velocity is not constant? Check out his Twitter to see why I ask. And please tell Koptis...

Jul 29, 2026 • 5 min read

Insurance

Reducing Employment Growth

One of the explanations for the “new normal” in employment growth is not deficient aggregate demand, but deficient labor force growth. The  NYT articl...

Jul 28, 2026 • 5 min read

Economy

Can an AI Black Box Be Trusted to Run a Nuclear Reactor?

Russia's Biggest Black Sea Oil Port Goes Quiet as Drone Threat Grows Haley Zaremba is an energy journalist and researcher with more than a decade of p...

Jul 25, 2026 • 5 min read

Economy

Estimates of Q2 Chinese GDP

From BOFIT today: From the analysis: Official figures show the Chinese economy grew by 4.3 % y-o-y in the second quarter of this year (up 3.6 % q-o-q...

Jul 24, 2026 • 5 min read

Banking

$4,000 Gold Is Changing Lives Across Central Asia

Russia's Biggest Black Sea Oil Port Goes Quiet as Drone Threat Grows Eurasianet is an independent news organization that covers news from and about th...

Jul 24, 2026 • 5 min read

Economy

Brent above $100

Huh – haven’t hear from the world’s most incompetent consultant …. Koptis. Didn’t he say oil would be at $300 a barrel? The intelligence guys are work...

Jul 23, 2026 • 5 min read

Economy

Don’t Depend on the Foreign Official Sector to Keep on Financing the US CA Deficit

If previous trends hold: Figure 1: Total Federal debt held by public (black line), held by Fed (yellow bar), held by foreign official sector (green ba...

Jul 22, 2026 • 5 min read

Investing

Energy IPOs Are Booming Thanks to AI’s Insatiable Thirst for Power

India Pulls Back From Iraqi Oil as Hormuz Turns Too Dangerous Haley Zaremba is an energy journalist and researcher with more than a decade of professi...

Jul 21, 2026 • 5 min read

Economy

Still Gloomy: Consumers in the Michigan Survey

Continued rebound for sample June 23 to July 13 — which largely predates the resumed increase in gasoline prices. Figure 1: U.Michigan Economic Sentim...

Jul 17, 2026 • 5 min read

Economy

China Macro Indicators, As Reported

Catching up with the news overseas, China downside surprise: Goldman Sachs on the official statistics:  China’s real GDP growth slowed to a weaker-tha...

Jul 17, 2026 • 5 min read

Economy

Industrial, Manufacturing Production and Business Cycle Indicators

Along with GDPNow. Industrial production under consensus (+0.1% m/m ov +0.2% Bloomberg consensus), while manufacturing is flat (+0.0% vs. +0.1% consen...

Jul 17, 2026 • 5 min read

Investing

Colombia's New Government Prepares Fossil Fuel Comeback

India Proposes Stricter Vehicle Emission Rules To Cut Oil Consumption Felicity Bradstock is a writer and journalist based in Mexico City. She writes f...

Jul 17, 2026 • 5 min read

Economy

PPI and CPI, Again

On Monday, Justin Ho on Marketplace had a piece on producer prices. He covered several interesting questions, including the implications of a PPI risi...

Jul 15, 2026 • 5 min read

Economy

Monthly GDP Drops for Two Consecutive Months

S&P Global Markets Insights monthly GDP (formerly IHS, Macroeconomic Advisers) online today. Here is monthly GDP againnst other NBER BCDC measures: Fi...

Jul 15, 2026 • 5 min read

Insurance

Record-low Rhine levels cut barge loads, drive up freight rates

Record-low Rhine levels cut barge loads, drive up freight rates Jul 14, 2026 Water levels on Germany’s Rhine River fell to their lowest July level in...

Jul 14, 2026 • 5 min read

Insurance

Calif. employers anticipate comprehensive reforms in 2027

Employers are preparing for negotiations next year over permanent disability benefits and workers compensation reforms, the chief lobbyist for the Cal...

Jul 10, 2026 • 5 min read

Insurance

Sompo to acquire comp specialist Service Insurance

Sompo International said Tuesday it has agreed to acquire Service Insurance Cos., a workers compensation specialist focused on small and midsize busin...

Jul 07, 2026 • 5 min read

Economy

Canadian Tory Recession Call: Beware the Revisions!

From today’s Daily Commercial News, “A recession has been often defined as two consecutive quarters of negative growth, and so on that definition, Can...

Jul 06, 2026 • 5 min read

Insurance

Calling Rick Stryker (and all other Global Climate Change Skeptics of Yore)

Madison’s had a heat advisory in effect for days — like most of the eastern portion of the US. This reminded me of Rick Stryker’s 2014 admonition to d...

Jul 03, 2026 • 5 min read