Negative Equity Leaves 30% Of Car-Buyers Underwater On Trade‑Ins

AI vs Affordability And Rates By Peter Tchir of Academy Securities Last week, we contemplated, for the first time, that we might need to Understand Universal Basic Income. The timing was very good as on Monday, South Korea floated the idea of transferring some AI-driven tax revenue to its citizens. As uncertainty around jobs, income, and costs continue to weigh on overall confidence, expect this subject to get more airtime in the political arena. The concept of UBI does go hand in hand with two competing themes: AI and Affordability. China, Iran,...

"Resurgence Of Electrification": Goldman Says EV Demand Gaining Momentum Amid Fuel Price Shock There were early signs during the third week of the U.S.-Iran conflict that EV demand was gaining traction in Asia, where the energy shock has been felt the hardest. That was followed by a separate note earlier this month confirming that EV demand was beginning to reaccelerate. Now, Goldman analysts led by Kota Yuzawa see global EV demand gaining momentum after several years of muted demand, as the fuel-price shock at the pump pushes consumers back toward EVs. Yuzawa...

Trump's Booming War Economy Explained In One Chart Defense Secretary Pete Hegseth spoke with lawmakers last week and, at one point, laid out how the U.S. war economy is roaring back to life under the Trump administration. Hegseth's message was clear: President Trump's "smart business deals" have sent an unmistakable demand signal to defense-industrial partners: build more, build faster, and prepare for sustained procurement. "The department has helped stimulate more than two hundred and fifty private investment deals in thirty-nine states, 180 cities, 150 companies worth more than 50 billion dollars," Hegseth...