Energy
How Can the U.S. Absorb Coming Energy Demand?
May 9, 2025
The cost of energy has surged since the COVID-19 pandemic. Energy demand will only rise further as technological innovation requires more power. How will the U.S. absorb that demand?
The cost of energy has surged since the COVID-19 pandemic. Energy demand will only rise further as technological innovation requires more power. How will the U.S. absorb that demand?
Today's topics include the UK trade deal, non-UK trade news, Chinese exports remain strong in April, gauging the odds of a U.S. debt ceiling default, the Fed's catch 22, a stock market model flashes warning sign, and the dollar
There has been some shifting of opinions since election day, especially the case among self-described liberals and moderates.
Inflation expectations continue to inch higher according to the Fed's latest survey of consumer expectations.
Stocks never exactly got cheap during the recent drawdown. Investors should temper their expectations for future returns over the next decade.
Both the COVID-19 pandemic and the introduction of AI has significantly changed the composition of the labor market. Change is not worse, it is just different.
Year-to-date inflows into the largest bitcoin ETF recently surpassed the inflows into the largest gold ETF.
Updating the changes in central banks' balance sheets
A long-term look at cardboard product shipments
Some interesting charts from our recent posts
Today's topics include "Wait & see" is phrase of the day, the Fed's focus remains on inflation, understanding Fedspeak, today's trade news, global trade & capital flows, shipping logistics, and the shell game of hiding Iranian crude shipments