Jensen Huang’s GTC 2026 keynote framed data centers as AI factories, where inference, agentic AI, and physical AI reshape business strategy.

The Fed is stuck between a rock and a hard place right now. With WTI crude oil prices jumping above $90 per barrel this week (Chart 1), we are going to see a sizable inflation shock over the next few ...

Total nonfarm payroll employment edged down by 92,000 in February, and the unemployment rate changed little at 4.4 percent, the U.S. Bureau of Labor Statistics reported today. Employment in health ...

Retail and food services sales in the United States decreased by 0.2% in January compared to last month's figures, landing at $733.5 billion, the US Census Bureau revealed in its report published on ...

Since the US attack on Iran commenced, we have been quite impressed with the rise in the 2yr real yield. It effectively rose from 55bp to over 65bp. Because the 2yr nominal rate rose by 10bp more than ...

Overall economic activity increased at a slight to moderate pace in seven of the twelve Federal Reserve Districts, while the number of Districts reporting flat or declining activity increased from ...

The pattern is composed of four price swings (legs) and five pivot points labeled X, A, B, C, and D. It can appear in two forms: Bullish (looks like an "M") and Bearish (looks like a "W"). XA Leg: The ...

The dollar’s slide last year looks less like a sudden break and more like the culmination of pressures that have been gathering for a while. The fading of US exceptionalism has sat quietly in the ...

The US is readying a spate of additional national security investigations that would enable President Donald Trump to impose new tariffs, as the administration seeks to rebuild his global tariff ...

In a clear rebuke to President Donald Trump’s tariff policies, the Supreme Court ruled on February 20 that many of his tariffs—those that invoked the International Emergency Economic Powers Act (IEEPA ...

Fresh tariff noise from Donald Trump has once again dragged trade tensions back into focus, a theme markets are becoming painfully familiar with. Following the Supreme Court’s decision to strike down ...