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Continue ReadingSchedule for Week of August 10, 2025
The key reports this week are July CPI and Retail Sales. For manufacturing, the August NY Fed survey, and the…
Continue ReadingAAR: Rail Traffic in July: Intermodal and Carload Traffic Increased
From the Association of American Railroads (AAR) AAR Data Center. Graph and excerpts reprinted with permission. Rail volumes are holding…
Continue ReadingTrump Signs Order to Broaden Access to Crypto, Private Equity in 401(k)s
President Donald Trump signed an executive order on Thursday, August 7, potentially allowing alternative assets, such as private equity, cryptocurrencies,…
Continue ReadingApple Bounces 10% After Committing $600b to US Manufacturing
Tech giant Apple (NASDAQ: AAPL) is on the move after the company announced another $100b to manufacturing in the USA,…
Continue ReadingUpdate: Lumber Prices Up 24% YoY
This is something to watch again. Here is another update on lumber prices. SPECIAL NOTE: The CME group discontinued the…
Continue ReadingEarly Q3 GDP Tracking
From BofA: Next week, we will initiate our 3Q GDP tracker … [August 8th comment]emphasis added From Goldman: [W]e boosted…
Continue ReadingThe Compound and Friends: The Week We All Found Out
Advertisement Build Your RIA Your Way with Betterment Advisor Solutions Betterment Advisor Solutions is the all-in-one custodial platform purpose-built for…
Continue ReadingEx-Chancellor Warns UK Getting ‘Left Behind’ in Crypto Regulation Race
British politician and former Chancellor of the Exchequer George Osborne recently cautioned in a Financial Times op-ed that Britain faces…
Continue ReadingHotels: Occupancy Rate Decreased 0.1% Year-over-year; Weak Summer
From STR: U.S. hotel results for week ending 2 August The U.S. hotel industry reported mostly positive year-over-year comparisons, according…
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