Govt Reuses Strategic Petroleum Reserve to Tame Oil Prices
Government Uses Strategic Petroleum Reserve as Cudgel to Beat Down Oil-Price Mania: Worked for Second Time. A new role for the SPR. It wasn’t designed for that https://t.co/dhjUNZnAah https://t.co/D8bGMC582F
Massive $646B Treasury Sale Signals Inflation Surge
US Government Sold $646 billion of Treasury Securities this Week. 2nd Wave of Inflation Approaches 10-Year Treasury Yield How the long-term Treasury debt grows: Treasury notes & bonds outstanding rose on net by $59 billion this week https://t.co/b28cDQUB5E https://t.co/1xUg72kKH9
Semiconductor Slump: Micron, Broadcom Plunge 20%
Semiconductor Stocks Roll Over, Micron & Broadcom Tank 20% in 2 Days, Drag Rest of Market Along. We’re looking for culprits. https://t.co/uEcedMx5ZQ https://t.co/ciiKANG95H
Job Growth Reverses as Immigration Crackdown Limits Labor
Job Growth Trend Turns Around Decidedly after Weakening for Years, while Immigration Crackdown Caps Supply of Labor. Some industries hired, others cut jobs: we zoom out with charts by major industry categories https://t.co/nZOCRDe0cb https://t.co/U1pg6E4arH
PCE Inflation Near Double Fed Target, Services Prices Stubborn
PCE Inflation Surges Further from Fed’s Target, now Nearly Double Fed’s Target, 5+ Years above Target. Trend reversal a year ago. Services inflation stuck at high rate for a year. Now prices of food, energy, computers & software (AI boom),...
Fed Must Raise Rates to Calm Bond Market
Bond Bloodbath Worsens on Inflation, Lax Fed, and Flood of New Debt. Mortgage Rates hit 6.75%. Ugly trifecta that spooks the bond market. To soothe bond yields and mortgage rates, the Fed needs to hike, not “look through” inflation https://t.co/72CxReYpFf https://t.co/Xc0zN599gF
Housing Prices Fall in 25 of 33 Pricey U.S. Cities
The Most Splendid Housing Bubbles in America: Price Drops & Gains in 33 Big Expensive Cities, April 2026. Home prices fell yoy in 25 of the 33 big expensive cities in April, a bunch set multi-year lows (Oakland & Austin -26%...
Massive Treasury Sale Sparks Yield Spike, Fed Lags
US Government Sold $691 Billion of Treasury Securities this Week, 10-Year Yield Spikes to 4.6%, 30-Year Yield to 5.12% as 2nd Wave of Inflation Takes Off. The Fed is “behind the curve,” and the bond market is getting nervous https://t.co/ibFFTlMODv https://t.co/K9WhKU6pvt
Housing Supply Peaks, Sales Freeze Amid Spring Slump
Supply of Existing Single-Family Homes Rises to Highest in 10 Years, Condo Supply Highest since 2012, Sales in Deepfreeze. April was another bad dud for spring selling season as supply continued to pile up https://t.co/PiJSjGhLlY https://t.co/M2D3TjnenG
Federal Workforce Hits Lowest Since 1966, Share Plummets
Federal government shed about 12% of its headcount since January 2025, now down to 2.66 million civilian jobs, lowest since 1966. Its share of total nonfarm payrolls drops to 1.68%, lowest by far in the data going back to 1939 https://t.co/3bGZv7hdHS https://t.co/0HxNSnTWjG
U.S. Labor Supply Shrinks as Private Jobs Surge
Weirdest U.S. Labor Market I’ve Ever Seen: Supply of Labor Shrinks Further while Private-Sector Jobs Grow. Federal government sheds more jobs, now down to 1968 levels. This labor market isn’t bad, just weird https://t.co/3bGZv7hdHS https://t.co/BBSgSz4W0J
Used EV Prices Surge Amid Rising Gas and Electricity Costs
Prices of Used EVs Spike, from already Lofty Levels, as Gasoline Prices Spike. But Electricity Prices also Soared. High gasoline prices tilt operating costs in favor of EVs. But soaring electricity prices eat into that math https://t.co/AQxoXuXjP4 https://t.co/G8b7PjCGPa
AI‑fueled
Construction Spending on Data Centers, Factories, Chip Plants, Powerplants, Office Buildings: Boom one End, Bust the Other. AI investment mania and the second wave of semiconductor plants https://t.co/19kKVIOc6X https://t.co/JpORgCko47
Spring Home‑Selling Season Crumbles Amid High Prices, Rate Lock‑In
Housing Market’s Crucial “Spring Selling Season” Is in Tatters. For the 4th year in a row: Normal-ish mortgage rates, too-high prices, and the lock-in effect from the Fed’s reckless interest-rate repression https://t.co/Ytwt5c5zft https://t.co/QyAnA6lTqp
Falling Home Prices Spur Sales Amid Southern Inventory Surge
New Single-Family Home Prices Drop Further amid Inventory Glut. But Lower Prices Beget Higher Sales. Inventory in the South still sky-high, up 60% from March 2019. But homebuilders understand what it takes: lower prices and big incentives https://t.co/fiwKwIBlMq https://t.co/6wTyZGUENq