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Surplus: The History of Too Much and the End of Economic Primacy

November 03, 2026
Surplus: The History of Too Much and the End of Economic PrimacyThe PuzzleThe United States carries more than $40.5 trillion of debt. Neither party has the appetite to address it. Yet adjusted for inflation, real interest rates remain subdued. While nominal yields are near multi-decade highs, real yields are modest. The US 10-year yield is a littl…
Surplus: The History of Too Much and the End of Economic Primacy Surplus: The History of Too Much and the End of Economic Primacy Reviewed by Marc Chandler on November 03, 2026 Rating: 5
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The Greenback is Mixed as Americans Vote; Aussie Sold after RBA Signaled Its Fifth Hike may be its Last The Greenback is Mixed as Americans Vote; Aussie Sold after RBA Signaled Its Fifth Hike may be its Last Reviewed by Marc Chandler on November 03, 2026 Rating: 5
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What a Difference the Weekend Made

November 02, 2026
What a difference the weekend made.  There is a resilience today that was not seen at the end of last week.  Questions over the Ai-meme, which drove the semiconductor index down 7.2%, have eased today, despite S&P cutting Meta’s rating outlook at the end of last week. Last week, France escaped a Moody’s downgrade, but at the end of the week sa…
What a Difference the Weekend Made What a Difference the Weekend Made Reviewed by Marc Chandler on November 02, 2026 Rating: 5
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November 2026 Monthly

October 31, 2026
The EU and China understanding was one of the highlights of October, but the China shock rolls on.  The economic disruption from China's export drive continues. Even as the Chinese yuan gradually appreciates, the price competitiveness of many Chinese goods appears to be increasing. Nor is the disruption from the United States going away, and i…
November 2026 Monthly November 2026 Monthly Reviewed by Marc Chandler on October 31, 2026 Rating: 5
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Greenback Dragged Lower by Questions of the AI Meme

October 30, 2026
The US dollar is finishing the week offered.  The proximate cause is the arguably softer rates and the as a result of new questions about the AI-meme, following the disappointing Amazon and Intel earnings news and guidance yesterday. This followed the robust Q3 US GDP report that underscore the significance of AI-related investment is fueling US g…
Greenback Dragged Lower by Questions of the AI Meme Greenback Dragged Lower by Questions of the AI Meme Reviewed by Marc Chandler on October 30, 2026 Rating: 5
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Gradualist Fed, AI Questions, and Slightly Firmer Greenback Ahead of ECB's Most Likely Stand Pat Decision Gradualist Fed, AI Questions, and Slightly Firmer Greenback Ahead of ECB's Most Likely Stand Pat Decision Reviewed by Marc Chandler on October 29, 2026 Rating: 5
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Focus on FOMC and Bank of Canada, after Reserve Bank of New Zealand Disappointed Focus on FOMC and Bank of Canada, after Reserve Bank of New Zealand Disappointed Reviewed by Marc Chandler on October 28, 2026 Rating: 5
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