Monday, August 10, 2026

Markets

CPI Just Exposed the Market’s Biggest Lie: Inflation Is Not Dead

U.S. CPI rose 4.2% year-over-year in May, with monthly inflation up 0.5%. Energy commodities surged 40.6% year-over-year, turning the Iran conflict into a direct inflation...

Trump Wants Stocks Up — And Now He Wants a Piece of the AI Boom

Trump said stocks “should go up, not down” after a stronger-than-expected jobs report triggered a market selloff. His administration is reportedly exploring government equity stakes...

Argentina’s Economy Recovery: Stabilization Is Real, but the Hard Part Starts Now

Inflation continues to improve: CPI rose 2.6% in April 2026, bringing inflation to 12.3% YTD and 32.4% YoY, while economic activity expanded 5.5% YoY...

Canada Macro Update — Rates, Jobs, and What Moved Markets

Policy rate: 2.25% (Bank of Canada on hold) Last BoC move: Hold after prior easing cycle Headline CPI (latest): ~2.9% YoY Core inflation: ~3.0% YoY (still above...

Where Canada Stands Now: Rates, Inflation & What Comes Next

Canada’s economy has shifted into a strange gear: not collapsing, not booming — just grinding. Inflation cooled, then ticked back up, and now everyone’s...

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