Three Key Constraints That Could Derail The Data Center Buildout Story

Fed Independence Is Sacred... Or So We've Been Told Authored by Richard Roberts via RealClearMarkets.com, For the better part of a year, many had become convinced that the Federal Reserve's independence was in its final days. The narrative rested on two prongs. First, an FOMC browbeaten by relentless public attacks, threats of removal, and a Justice Department criminal probe into Chair Jerome Powell. The pressure, many argued, had grown so intense that Fed decisions would no longer be trusted to reflect economics rather than politics. Second, a new chair expected to arrive in May...

"Stop This Ridiculousness": Maryland Sheriffs Unite Against Unhinged Democrats Maryland sheriffs from across the deep blue state traveled to Annapolis on Wednesday to voice outrage over unhinged Democrats who control the state under one-party rule and continue pushing extremely unpopular policies that protect illegal aliens. "This is nothing more than POLITICS over PUBLIC SAFETY!" Wicomico County Sheriff Mike Lewis told reporters. He blasted left-wing immigration legislation in the General Assembly to block ICE cooperation with local law enforcement. Lewis continued, "We, as elected sheriffs, are FED UP with it! You don't see...

US Industrial Production Rises For 4th Straight Month In February After a strong gain in January, US Industrial Production continued to expand in February, rising 0.2% MoM (better than expected +0.1%) - the fourth straight month of gains with Production up 1.44% YoY... Source: Bloomberg Manufacturing output also beat expectations, rising 0.2% MoM in February. Durable manufacturing output edged up 0.1 percent, with mixed results across categories; the index for motor vehicles and parts posted the largest gain, and the index for machinery posted the largest loss. Nondurable manufacturing output rose 0.2 percent, with...