
U.S. Treasury markets experienced a sharp front‑end rally this week, with two‑year yields climbing roughly 20 basis points while ten‑year yields added about 12 basis points. The differential move produced a bear‑flattened curve, indicating heightened short‑term rate pressure. Market participants linked the volatility to lingering inflation concerns and upcoming Federal Reserve policy decisions. The episode underscores the sensitivity of the yield curve to macro‑economic data.

The federal government announced temporary adjustments to Canada’s Temporary Foreign Worker Program to alleviate acute labour shortages, especially in rural and tourism‑dependent areas. Restaurants Canada praised the move as a first step toward a more strategic, predictable workforce, noting that...

A February 2025 U.S. Court of Federal Claims ruling in Kwong v. United States broadened the interpretation of IRC Section 7508A, extending tax filing, payment and refund deadlines to July 11, 2023. The decision means the IRS may have improperly...

Book More Women, the music‑festival gender‑parity watchdog, is relaunching as a 501(c)(3) nonprofit after 2025 data revealed a drop in female representation to just 22% of booked acts, the first decline in a decade. The organization launched a crowdfunding campaign...
Heritage Grocers Group appointed David Hinojosa as its new chief executive after a seven‑month vacancy. Hinojosa previously served as chief operating officer of Vallarta Supermarkets and spent nearly two decades at H‑EB, plus international roles in Australia and Thailand. The...
Analysts warn that a prolonged closure of the Strait of Hormuz could drive crude oil prices well above $150 per barrel, far exceeding historical peaks. Historical data from 2011‑2014 shows oil consumption grew despite high prices, underscoring demand resilience. Economists...
ServiceTitan reported a GAAP loss of $0.44 per share for Q4 FY2026, a sharp reversal from the $0.27 profit a quarter earlier. Revenue grew modestly 1.9% year‑over‑year to $254 million, with a stronger 17.8% sequential increase from Q1. Operating income turned...
Country Bank announced Ryan Stepalavich as senior vice president and chief technology officer, tasking him with steering the firm’s technology strategy. Stepalavich arrives with more than 26 years of IT experience, including 14 years in financial services, and a track...

Multiple headlines today about the parallels between now and the run-up to the GFC. From Bloomberg: "BofA’s Hartnett Warns Markets Starting to Look Like 2008." From the FT: "Should investors worry about a 2008-style shock?" The key concern: oil prices...

S&P Global Ratings lifted Mississippi’s general‑obligation bond outlook to stable from negative and reaffirmed its AA rating, citing structurally balanced budgets and healthier reserves. The state posted an 8% revenue surplus in fiscal 2025 and its cash‑stabilization reserve reached $667 million,...

The IRS and Treasury issued proposed regulations outlining the new Trump account, a child‑focused, tax‑advantaged retirement vehicle created by the One Big Beautiful Bill Act. Eligible newborns born between 2025 and 2028 receive a one‑time $1,000 federal pilot contribution, and...

Shawn Lemon was doing everything in his business. Every task. Every decision. Every fire drill. He was the bottleneck and he knew it. The AI Business Lab® Mastermind didn’t just hand him tools—it put him in a room with peers who...

Statistics Canada reported a 0.4% drop in employment in February, wiping out 84,000 jobs—all full‑time—bringing the labour force back to September 2025 levels. Private‑sector employment fell 0.5% and has shown no growth over the past year, while all net gains...

It's clear: the market is genuinely uninterested in entertaining what could go wrong in Iran. They were very happy to ask that question about AI, but for whatever reason, not about this. More on the market's reaction to Iran in...

The federal government entered its second consecutive shutdown on February 14, 2026 after Congress failed to agree on a funding bill that ties Department of Homeland Security appropriations to reforms of Immigration and Customs Enforcement practices. While the agency’s immigration...
In recent years interviews for execs, product managers, marketers, etc have started to add a homework step so that people can show work output. It can be super helpful signal In recent weeks these homework replies have become overwhelmed with AI...

The Bureau of Labor Statistics reported that construction job openings were essentially flat in January, with 231,000 vacancies, matching the level a year earlier. Overall U.S. job openings rose to 6.20 million, up from December but down from a year ago....
If you want new reach be prepared to see a loss in CVR from Meta for the short term. So many are just continuing to look for the days of COVID era Meta magic. It's gone. Getting a customer takes...
If you're only looking at CTR and CPM and calling it a day, it's pretty obvious why your creatives fail. CPM and CTR tell you how your ad is competing in the auction and whether people are clicking. That's it. They do...

A Fourth Pillar report shows 86% of global fixed‑income investors intend to boost music‑royalty and IP holdings, with deal flow rising to more than one transaction per month per investor. The surge is driven by streaming‑enabled globalization, richer data, and...
If you can increase the output of every employee by 5-10x, you can compete way more fiercely than you could before. And you have to assume your direct competitors are about to see that same transition. So is the right...

A 2025 McKinsey forecast puts AI‑related IT infrastructure spending at nearly $7 trillion through 2030, with $3 trillion earmarked for data‑center capacity. Enterprises must juggle this surge with traditional workloads, requiring distinct strategies for power‑intensive AI training and latency‑critical AI inference. Training...

FIGRE Trust is launching the 2026‑HF3 securitization, selling $335.7 million of revolving home‑equity lines of credit (HELOC) in eight SOFR‑linked tranches. The A1A tranche holds $164.3 million and receives a 44.5% credit‑enhancement cushion, while lower tranches have progressively smaller enhancements. The underlying...
Dow Jones has appointed former Droga5 chief Andrew Essex as its brand director in residence and veteran Delwyn Gray to head events. Essex will oversee brand strategy across Dow Jones and Wall Street Journal assets, managing consumer and B2B campaigns...

The week’s cleantech roundup highlighted a surge of initiatives aimed at modernizing the U.S. power grid. The Department of Energy announced a $1.9 billion grant program for urgent grid upgrades, while a coalition that includes Google and Tesla is pushing for...
The ongoing Middle East conflict is driving oil prices up, reviving concerns about a U.S. recession. Economists note that higher energy costs could reignite inflation, forcing the Federal Reserve to balance rate cuts against potential hikes. Multiple geopolitical flashpoints—from Iran...

The Office for National Statistics reported that UK GDP growth has essentially flatlined, signalling a stagnant economy. An analysis by Frontier Economics suggests that fully implementing the UK‑EU summit commitments could add roughly 2 percent to annual growth, a figure the...
OpenAI has begun piloting an Ads Manager dashboard with a select group of partners, allowing real‑time creation, monitoring, and optimization of ChatGPT‑powered ad campaigns. Early testers receive weekly CSV reports detailing clicks, impressions, and spend. The program requires a minimum...
Robyn Greaves highlights a hidden job market for professionals over 50, emphasizing that success hinges on how they articulate their current value rather than past titles. As people enter a "third chapter" of work, they seek flexible, impact‑driven roles such...
A new study of 334 U.S. men, split between gay and straight, reveals that both groups overestimate gay men’s interest in early childhood education, while straight men accurately gauge their own low interest. This pluralistic ignorance stems from sexual‑orientation stereotypes...
The March 13 Sportico Transactions roundup reports a wave of personnel shifts, partnership deals, product launches, and investment activity across the sports industry. GLD appointed Vanessa Wallace as CMO, MLS Next named new senior leaders, while brands such as Cîroc, Fever,...

At Streaming Media Connect 2026, Philo and Roku executives discussed how contextual data drives brand‑safe CTV advertising. Philo, a lean MVPD with just 11 ad‑operations staff, relies on programmatic workflows and granular tone signals—such as happy versus sad moments—to match...

The EEOC issued a 2‑1 decision overturning the 2015 Lusardi ruling, limiting transgender federal employees to bathrooms that correspond with their sex assigned at birth. Chair Andrea Lucas justified the move under Title VII, while Democrat member Kalpana Kotagal dissented,...

Here’s the Financial Times on today's revised data on US fourth-quarter GDP. Similar to the consumer spending figures also released today (please see previous post), Q4 GDP growth now suggests a less dynamic American economy in the run-up to the...

EU is set to suspend some duty-free sugar imports for a year https://t.co/Air1ME1Muc via @LyubovEUWorld https://t.co/tBY6hUyKNr
More than “Five Asian petrochemical plants have declared force majeure in the past ten days because their naphtha supply was cut off at the Strait of Hormuz. The emergency reserves are crude oil. The shortage is chemicals.”
The Financial Times has unveiled the Monetary Policy Radar editorial team, a dedicated unit focused on tracking central‑bank actions and their market impact. The team is led by Chris Giles, FT’s economics commentator, and includes Andrew Whiffin, award‑winning UK CFA Journalist...
Why wouldn’t Iran wait until oil hits $120/barrel and then put out the word that if you’re friendly to them and pay them you can get your oil, mafia-style?
The Workplace Policy Institute highlighted a surge of industry petitions to the NLRB, seeking new rules to protect secret‑ballot elections, reevaluate captive‑audience meetings, and restore a common‑law test for independent‑contractor classification. The Board also declined to overturn the 1970 Ex‑Cell‑O...
"The ongoing rewriting of the rules of world order and the resulting fragmentation of global alliances in defense, trade and finance will raise the security risk premium across asset classes and geographies." @ctorresreporter writes in https://t.co/48SyYtQz8S

In the last week alone, the Pentagon estimates that the US spent $11 BILLION on the Iran war. WARNING: Pentagon estimates are always fiction and way below the real cost. WAR = COSTS AMERICANS AN ARM AND A LEG. https://t.co/49t33aGlwH

The Commerce Department revised fourth‑quarter 2023 GDP growth to a modest 0.7% annualized, far below the initial 1.4% estimate and the 3.8%‑4.4% pace of the prior two quarters. The downgrade reflects a 16.7% plunge in federal government spending after the...

With the Strait of Hormuz closed, the UAE has turned to its rail network. Etihad Rail Freight has transported 459,000 tons of cargo and 7,900 containers in only 9 days. UAE’S INFRASTRUCTURE MITIGATES THE WAR’S COLLATERAL DAMAGE. https://t.co/cRyWRv4gvD
NanoClaw creator is living a dream right now. Such a cool developer success story, in large part because @karpathy took a look and had a convo. We'll see what the future holds. https://t.co/YXBhMn1WpS

Charge‑backs are accelerating, with Datos Insights forecasting 359 million disputes by 2029 and an average dispute value rising 16% to $251. Each U.S. dispute costs banks $9‑10 to process, translating into billions of annual expenses. Banks frequently err by rubber‑stamping claims,...

“I am not on recession watch, but I am concerned.” My new post shares excerpts from three recent interviews on risks facing the U.S. economy. https://t.co/poGM4kmiYY
Does your AI roadmap doesn't name owners for data quality, deployment automation, and incident response? In the gen AI era, CIOs should make accountability more explicit #DevOps #DataGovernance #CIO https://t.co/7dcoLIKa0K
Everyone talks about 2 and 20 in VC. But what does it actually mean? 2 hours of podcasts per day 20 social media posts per day Find investors that enjoy the process.
Good point & good question - what happens to the USD's reserve status if USD commodity contracts are broken on a widespread basis? What's the point of holding USDs if they are declared worthless for commodities when inconvenient? See 2022 seizure of...
For a $600,000 home, a borrower will now have to pay $130 more per month than what they would have paid the day before the war started when rates were 5.99%