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A negative PPI surprised investors, but supply shocks and persistent services inflation suggest the battle isn't over.

Kevin Warsh's first congressional testimony revealed a Fed determined to restore credibility–even if markets suffer. Here's why investors should pay attention.

A new Hormuz transit levy and an unexpected Fed shift could reshape inflation, interest rates, and markets faster than investors expect.

A dramatic divergence between tanker traffic and stock prices raises uncomfortable questions for investors.

AI headlines dominate markets, but the biggest story may be unfolding in the bond market.

The latest Fed minutes reveal a surprising discussion about AI, inflation, chips, electricity, and monetary policy.