Article
Core Durables Goods Surge For 12th Straight Month, Push Bond Yield Higher
Core Durables Goods Surge For 12th Straight Month, Push Bond Yield Higher
After a recent string of 'soft' survey data, this morning we get some 'hard' data and it was far stronger than expected.
Preliminary headline durable goods orders for March rose 0.8% MoM (better than the 0.5% MoM exp), and the first increase after a three month decline to start the year (which was the first 3-month decline since Nov 2019).
The increase took place despite continued weakness in aircraft orders manifesting as a 21.1% drop in nondefense aircraft and parts...
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May 9, 2026 / Attila Rebak
The Market Keeps Escaping: Private Credit, Real Risk, and the Infinite Regress of Financial Regulation
This is not a cycle of greed. It is spontaneous order doing what it always does: finding the path around the obstruction.
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Jun 16, 2026 / Tyler Durden
Lebanon Hosts The World's Highest Concentration Of Refugees, US Ranks 82nd
Lebanon Hosts The World's Highest Concentration Of Refugees, US Ranks 82nd
The countries carrying the world’s largest refugee burden are often not the ones most people expect.
Using data from the UNHCR via Our World in Data, this graphic, via Visual Capitalist's Dorothy Neufeld, ranks countries by the number of refugees hosted per 1,000 residents in 2024.
The results reveal how proximity to conflict frequently matters more than economic size. Many of the countries at the top of the ranking border active war zones and have absorbed large refugee populations relative to their...
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May 8, 2026 / Tyler Durden
"Damage Done Already" - Oil May Take Year To Normalize: Adam Parker
"Damage Done Already" - Oil May Take Year To Normalize: Adam Parker
Last night’s ZeroHedge debate featured the cautiously bullish Adam Parker, former Morgan Stanley chief equity strategist who now runs Trivariate, and bearish money manager Michael Pento, hosted by Adam Taggart of Thoughtful Money.
While Parker is largely optimistic about equities, he put forth a gloomy prediction on gas prices, based on what he is hearing as a consensus on Wall Street. Namely that prices will remain high for at least a year even if Hormuz were to open today.
His...
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