Keys will be:
1. length of tariffs
2. Canada's response
3. Location
Midwest drivers could see price hike soon as most Canadian imports go to refineries there
Keys will be:
1. length of tariffs
2. Canada's response
3. Location
Midwest drivers could see price hike soon as most Canadian imports go to refineries there
Budget deficit rose in December and is now 40% higher than it was a year ago
Budget deficit rose in December and is now 40% higher than it was a year ago
The last 2 times yields spiked, stocks sold off (though did come back, clearly!)
Not happening this time ... maybe because Europe in far worse shape than we are?
The last 2 times yields spiked, stocks sold off (though did come back, clearly!)
Not happening this time ... maybe because Europe in far worse shape than we are?
Coal + nat gas + nuclear are 88% of your power generation mix this morning.
It's not pretty and certainly not what we'd think would be the case in 2025, but that's our reality.
Coal + nat gas + nuclear are 88% of your power generation mix this morning.
It's not pretty and certainly not what we'd think would be the case in 2025, but that's our reality.
Maybe CNBC needs a Miami bureau?
Maybe CNBC needs a Miami bureau?
Thanks for the kind words @dancolarusso.bsky.social .. true team effort to build what we have over the years.
Lots down over nearly 30 years .. more to come!
Thanks for the kind words @dancolarusso.bsky.social .. true team effort to build what we have over the years.
Lots down over nearly 30 years .. more to come!
Amazing
Amazing
Bond yields have soared since as inflation stays pretty hot.
#outoftouch?
Bond yields have soared since as inflation stays pretty hot.
#outoftouch?
From a widely read DC political newsletter this morning...
From a widely read DC political newsletter this morning...
Lines up with what we heard on our election road trip: job market is worse than what some data points may suggest
Lines up with what we heard on our election road trip: job market is worse than what some data points may suggest
Much of those interest payments are going to the already rich and/or other countries so at least there's that ... 😕 #sarcasm
Random but interesting
Much of those interest payments are going to the already rich and/or other countries so at least there's that ... 😕 #sarcasm
Random but interesting
Electricity and car insurance are popping and not coming down anytime soon
This is what many in mainstream missed about the story ahead of the election: *rate not same as the actual amount.
Electricity and car insurance are popping and not coming down anytime soon
This is what many in mainstream missed about the story ahead of the election: *rate not same as the actual amount.
Lots to discuss with new Trump cabinet. Expect to be in DC a fair amount next few months.
Happy almost Thanksgiving all. “See” you soon (eye joke).
Lots to discuss with new Trump cabinet. Expect to be in DC a fair amount next few months.
Happy almost Thanksgiving all. “See” you soon (eye joke).
You may not think it matters, but when the world's (formerly) 4th largest economy continues to decline in one key part of its
existence, it does matter.
Could be one reason the U.S. markets doing so well .. where else you going to go? Not Germany ...
You may not think it matters, but when the world's (formerly) 4th largest economy continues to decline in one key part of its
existence, it does matter.
Could be one reason the U.S. markets doing so well .. where else you going to go? Not Germany ...
Over the past 2 years, coffee prices have nearly doubled, well outperforming the S&P 500.
A few coffee traders have no doubt gotten really rich!
Over the past 2 years, coffee prices have nearly doubled, well outperforming the S&P 500.
A few coffee traders have no doubt gotten really rich!
$NVDA barely moving on earnings and markets the same.
Miller Tabak says Nvidia now only sorta matters to the market (and energy stocks about to break out)
$NVDA barely moving on earnings and markets the same.
Miller Tabak says Nvidia now only sorta matters to the market (and energy stocks about to break out)
Citi made this helpful graphic ..
Citi made this helpful graphic ..