Artificial Liquidity Brings Inflation Shocks

Ed Dowd: The Fed Hiked Interest Rates Into A Supply Shock Authored by Ed Dowd: Beyond the Narrative via Substack, September FOMC Meeting: First Rate Hike Since July 2023 The FOMC did what the front end of the Treasury market (3-month T-bill) had been telegraphing for two weeks prior. On September 16 they voted unanimously to raise the fed funds rate 25 basis points to 3.75-4.00 percent. Kevin Warsh's press conference was short, blunt, and deliberately light on forward guidance. He said economic activity is expanding at a solid pace, job gains...

Mexican Resort Towns Burn As Special Forces Kill Jalisco New Generation Cartel Boss "El Mencho" Update (1656): Mexico's Ministry of Defense announced on X that a military operation targeting the Jalisco New Generation Cartel (CJNG) in the Tapalpa area resulted in the death of cartel leader Nemesio "Mencho" Oseguera. According to the statement, troops came under attack and returned fire "in defense of their integrity," leaving four CJNG members dead at the incident area and three others critically wounded. The ministry stated that those three later died during a medevac transfer...

These Are The States Starting To Panic About AI Taking Over Residents of Washington state are more concerned about artificial intelligence replacing jobs than workers anywhere else in the United States, according to a new report released in June 2026. The study, conducted by IP address provider Floxy, comes amid growing concerns about workplace automation after more than 54,000 American jobs were reportedly lost to AI-related workforce reductions last year. To determine where Americans are most worried about automation, researchers analyzed all 50 states using several indicators. The study measured AI...