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Sep 15, 2026
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5 min read
Chevron says the buffers are gone; the administration says temporary. Hedge funds hold a record share of Treasuries. Wall Street wants a hike because it expects stocks to rally. Amazon's Gulf data centers are still dark six months on.
Sep 14, 2026
Saudi satellite images confirmed a burned pump station. Chip stocks fell on two essays with no order book changes. Enterprise buyers are restricting AI models over data terms. Trump called the safety push a conspiracy.
6 min read
Warsh faces three internal dissenters and a White House that reversed itself in 48 hours. Wheat, soybeans, and corn are all at multi-year highs. The AI CEOs called for a slowdown. Nvidia may anchor Anthropic's IPO.
Sep 13, 2026
The Hike Is Priced. The Forecast Is Not.
Sep 12, 2026
The Week the Fed's Number Was Set Somewhere Else
Sep 11, 2026
Core CPI locked in the September hike. Consumer sentiment hit its second-lowest reading ever. Chevron said the oil market's buffers have played out. All four of China's AI chipmakers are now public. Eight central banks are expected to hike before year-end.