Silver’s surge is driven by tight supply, rising industrial demand from sectors like EVs and AI, and expectations of lower interest rates boosting investor demand.
Macro
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The Productivity Gamble
Growth is being driven by higher productivity despite a shrinking workforce, but its sustainability is uncertain.
Washington’s FY 2027 Budget: A War Manifesto
The FY 2027 budget shifts spending heavily toward defense by cutting domestic programs, sparking political and economic tension.
Affordability Crisis: Inflation outpacing growth in American Wages
Inflation is outpacing wages, reducing purchasing power and raising recession risk.
America’s Longest Partial Shutdown: A Crisis at the Intersection of Immigration and Economics
An immigration standoff has caused a costly partial DHS shutdown, disrupting travel, workers, and economic data with no full resolution yet.
The Illusion of Strength: A Fragile U.S. Economy
The U.S. economy looks strong but is increasingly fragile as consumer and labor trends weaken.
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