
Tariffs vs. The Fed: A Battle the Fed Can’t Win
The Fed still believes it can fight every kind of inflation with rate hikes—but tariffs just proved them wrong. Tariff-driven inflation isn’t about consumers spending too much—it’s about higher produc...
8 Okt 20256min

The Fed’s Illusion of Control
BOND YIELDS ARE TALKING—THE FED’S JUST WATCHING. A 25 bps tweak won’t change how most people spend—but a market rally will. In today’s Truthbomb, I go straight to the source of truth: the yield curve....
7 Okt 20256min

WALL STREET’S BLINDFOLD: The Day the Data Went Dark
FRIDAY WAS SUPPOSED TO BRING CLARITY—INSTEAD, WE GOT SILENCE. No jobs report. No inflation data. No signal from the Bureau of Labor Statistics—thanks to the government shutdown. And that’s no small t...
7 Okt 20256min



















