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If It Hurts Your Toe, It Might Hurt GDP Too

Don’t sleep on durable goods—they’re a leading indicator for corporate nerves.

This May Not Be the Bounce You’re Looking For

Tariffs, tantrums, and timelines—don’t waste energy chasing noise.

Treasury Auction Tea Leaves

Is China quietly dumping Treasuries? What bond yields, USD moves, and Treasury auctions might be telling us.

This One Chart Called 7 of the Last 8 Recessions

Don’t wait for a recession label—by the time it’s official, it’s already too late.

Why Cutting Rates Won’t Calm the Trade Tsunami

Chaotic trade policy and tariff hikes can’t be undone by a simple Fed rate cut—here’s why markets need more than miracles.

Mood Rings Lied—But Markets Don’t

Powell’s “no, exclamation mark” should be your wake-up call.

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