Inflation
Oct 2026 5 stories
This, Too, Shall Pass. But Investors Should Come Out Tougher
Selloffs will keep coming. Lower debt, less concentration and steady buying can make them easier to live with.
The U.S. Stock Market Selloff: What Investors Should Protect—and What They Should Change
The latest U.S. stock market decline is better understood as a simultaneous reassessment of inflation, interest rates, and the profitability and financing assumptions behind AI investment—not simply as panic selling.
Can 4.8 Million Tons of Russian Diesel Cool US Prices? The Numbers Say Not Yet
An announced deal is not delivered supply. Here is how much Russian diesel is on the table, where it may go, and what it could mean for US inflation and refiners.
AI May Be an Inflationary Industry Before It Is a Deflationary Technology
The IMF has started to treat the AI investment boom as a macro demand shock. Productivity gains come later, but data centers, power, chips, construction labor and capital are needed now.
AI Could Raise Prices Before It Lowers Them, and the Fed Is Watching 2027
Fed Governor Lisa Cook sees AI infrastructure spending creating inflation pressure that may not fade quickly. The first effect of the buildout may be higher power and construction costs, not lower prices.
Sep 2026 6 stories
Gas Prices, Not Politics, Are Deciding This Midterm Market Story
Forecasts of a Republican defeat are not exaggerated. The House has tilted clearly toward Democrats, the Senate has moved from a toss-up to a slight Democratic edge, and Trump's net approval is the lowest of either term.
Rates Hit 5% Again, But AI Held - Now Wall Street Wants Cash Flow, Not Just GPUs
The Fed raised rates and the 10-year yield broke back above 5%, yet the Nasdaq did not crack. This week's real story is not the end of the AI rally but a change in what the market is grading.
25bp Wasn't the Scary Part. Time Is - How September's FOMC Rewrote the Rate Path
The Fed raised rates for the first time in three years, but the bigger story for investors is how long elevated rates could stay in place, possibly through 2027.
AI Is Supposed to Cut Costs. So Why Is It Pushing Prices Up?
Building the infrastructure behind AI means buying power, copper and data centers first, and that demand is already showing up in inflation data.
Oil at $110, 10-Year Yield at 5%: The Discount Rate on Growth Stocks Is Rising Again
Brent crude spiked to $109.97 intraday and the US 10-year Treasury yield tested the 5% threshold. What matters is not the numbers themselves but that oil-driven inflation fears are pushing bond yields higher across the globe at once.
AI Raises Prices While It Is Being Built, and Lowers Them Only Once It Is Used
The buildout is pulling in chips, power, land and construction labor all at once, and that pushes prices up. The disinflation shows up later, if the tools actually change how work gets done.
Nothing featured in this section yet.
Not more news. Ideas that stay with you.
Instead of the daily flood of headlines, we send the knowledge and perspective you need to think long-term about U.S. stocks and AI investing, in one email each morning.
We only ask for your email. Every issue has a one-tap unsubscribe link.