EPISODE 129 · PUBLISHED YESTERDAY
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Independent market and macro analysis.
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Central Banks Are Tightening Together Again
On September 19, 2026, the Bank of Japan raised its short-term policy rate by 25 basis points, taking it from 1.00% to 1.25%. That is the highest Japanese policy…
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Why Middle-Aged Americans Are Going Bankrupt
Americans aged 40 to 59 now account for 49.9% of all new consumer bankruptcies, according to the Federal Reserve Bank of New York's Consumer Credit Panel, which is…
The CLARITY Act and What Tuesday's Vote Means
Senate Republicans released their final version of the Digital Asset Market CLARITY Act today and described it as their last, best and final offer. The Senate votes…
Bab el-Mandeb and the Second Oil Chokepoint
Houthi forces took the Red Sea port of Mocha on Thursday, September 10. The Houthis captured the port early in the day after government forces pulled out. Four…
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