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"We Can't Do Any Planning"; Dallas Fed Manufacturers Uniformly Negative
"We Can't Do Any Planning"; Dallas Fed Manufacturers Uniformly Negative
As we await a maelstrom of Level 1 macro data this week, you could be forgiven glancing wistfully at this morning's Dallas Fed Manufacturing survey's modest headline beat (small decline MoM) and thinking "meh."
That would be a mistake...
Production is soaring (yay!!) and is forecast to remain strong...
Employment is up (yay)... BUT is expected to plunge...
And more worryingly, Prices Paid and expected Prices Received are accelerating again...
Ok so with all that in mind, here are the (uniformly negative) responses from the...
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Jun 8, 2026 / Dave DeCamp
Trump Says Iran and Israel Must ‘Stop Shooting’ After They Exchange Strikes
President Trump said on Monday that Iran and Israel must “stop shooting,” comments that came after Israel bombed Iran following Iranian strikes on northern Israel in response to Israel’s strikes on Beirut’s southern suburbs. “Israel and Iran must immediately stop ‘shooting.’ President DONALD J. TRUMP,” the president wrote on Truth Social. Israel launched strikes in […]
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Oct 2, 2026 / Tyler Durden
CEO Warns The 2028 Election Will Be A Brutal Referendum On This One Thing
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Some of Silicon Valley's biggest AI boosters are warning that artificial intelligence could become a defining issue in the 2028 presidential election as voters grow increasingly uneasy about the massive infrastructure buildout needed to power the technology.
Box CEO Aaron Levie told the Andreessen Horowitz podcast that the next presidential contest could effectively become an "AI election," forcing candidates to confront growing public anxiety surrounding the technology.
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Sep 30, 2026 / Tyler Durden
Europe Races To Contain Energy Crisis With Patchwork Measures
Europe Races To Contain Energy Crisis With Patchwork Measures
Via Remix News,
European governments are racing to blunt a fuel shock that even some analysts now refuse to forecast, as Brent crude holds near $100 a barrel and diesel prices climb across Europe.
The international oil market has been expensive for months. What has changed is the confidence of the people paid to explain it. JPMorgan told clients on Sept. 17 that, for the first time since fighting began around Iran about seven months earlier, its commodities team no longer has a...
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