After years of research, long nights writing, and more rewrites than I care to admit, I’m thrilled to share that The Intelligent Age is officially out, available everywhere books are sold, including Amazon. We’re living through a transformation unlike anything we’ve seen in a century. This isn’t just about politics or big tech battles. It’s…
Read more
August’s Consumer Price Index data just released, and there’s a lot to unpack for anyone watching inflation, the labor market, or just trying to run a business in 2025. Here’s what stands out: Inflation Snapshot Sector Trends Worth Watching Jobs & Labor Market Who’s Winning, Who’s Losing? Bottom Line:Inflation is still hanging around, but the…
Read more
August’s PPI numbers are a mixed bag for anyone watching inflation. The headline figure slipped –0.1% month-over-month, a reversal from July’s sharp jump. But dig deeper and core inflation (excluding food, energy, and trade) is still running hot, rising 0.3% for the month and 2.8% year-over-year, marking the fourth straight monthly increase. What’s driving the…
Read more
The latest BLS benchmark revision dropped this morning, and the message is clear: America’s job engine is sputtering. Hiring is losing steam, but here’s the twist, this slowdown isn’t a shock. It’s been baked into the story for months: when both labor supply and demand are low, hiring (and firing) flatlines. What’s Dragging Us Down?…
Read more
This morning’s jobs report delivered a wake-up call: only 22,000 payrolls added vs. 75,000 expected. Hiring momentum is stalling, with June marking the first monthly decline since 2020 and the four-month trend pointing one way, down. What’s behind the slowdown? Why it matters: The U.S. jobs engine is sputtering. The next few months will test…
Read more
At the latest Shanghai Cooperation Organization summit, China, India, and Russia made their intentions clear: a push for a more multipolar economic order, new energy pipelines, talk of an SCO development bank, and a concerted pivot toward trade and finance outside the U.S. dollar system. This isn’t just posturing.– Russia is physically rewiring its gas…
Read more
Since 2018, U.S. businesses have faced wave after wave of tariffs, from steel and aluminum to sweeping measures on Chinese imports. The result? Higher costs, squeezed margins, and a whole lot of uncertainty. But if you thought American companies would just take the hit, think again. What’s actually happened is a masterclass in corporate resilience.…
Read more
The Federal Reserve is facing some tough choices right now. With mounting pressure to cut interest rates, potentially anywhere from 25 to 100 basis points, the stakes couldn’t be higher. On one hand, lower rates could help jumpstart economic activity. On the other hand, the risks and ripple effects are hard to ignore. What’s at…
Read more
The story in private markets is changing, and the numbers paint a vivid picture. Inspired by a recent Financial Times article posted by Mohamed El-Erian, I revisited my own data to highlight the growing gap between Private Equity (PE) and Private Credit (PC) fundraising over the past decade. Check out the comparative chart I created…
Read more
This morning, 8/22/25, at Jackson Hole, Fed Chair Jerome Powell signaled a major shift in the Fed’s approach. After months of putting inflation front and center, Powell now openly acknowledges growing risks in the labor market. He put it plainly: “Risks to inflation are tilted to the upside, and risks to employment to the downside,…
Read more