What Is Q3 Economic Output? Where Are We Going in Q4? And Other Known Unknowns
This article analyzes the divergence between GDP and GDI, highlighting a wide dispersion in Q4 nowcasts ranging from 0% to 5.4%. It examines "core GDP" and government shutdown impacts, suggesting a respectable growth pace that avoids recession.
China Has Officially Overtaken Tesla In The Global EV Race
Chinese automakers, led by BYD, are rapidly reshaping the global electric-vehicle market and challenging long-established brands such as Volkswagen, Toyota, BMW—and even Tesla, according to the Wall Street Journal.
Top Picks 2026: Federal Agricultural Mortgage Corp
Federal Agricultural Mortgage Corp, often referred to as Farmer Mac, is an exceptional opportunity for long-term focused investors due to its blend of Government Sponsored Enterprise stability, high-quality fundamentals, and attractive valuation
PMI Continues To Be Made Irrelevant By Reality
Industrial Capacity continues to rise as does industrial Production, both revised higher. The standout is the PMI remaining below 50, now ~40mos mostly below 50, reflecting an intractable period of market pessimism.
Mega-Cap Earnings May Bring Stock Market Trend Change
As the "Magnificent Seven" report Q4 earnings in late January 2026, the market enters a volatile phase. Low correlations and a widening VIX spread suggest a tactical peak and potential turn lower.
AUD/USD Forecast: Here’s Why The Australian Dollar Is Soaring
The Australian dollar surged to the highest level in years, making it one of the best-performing currencies this year. The AUD/USD exchange rate rose for five consecutive days, reaching a high of 0.6895
