Tuesday, September 1
General
- Stock futures are little changed after Wall Street closes out winning August: Live updates
- Bond selloff pressures stocks as oil crosses $91 a barrel
- Oil prices rise as latest fighting resurrects Middle East supply disruption risks
- Tanker struck in Hormuz, raising worries over escalation, as Trump vows to hit Iran ‘hard’
- Strait of Hormuz commodity vessel transits stay in single digits, data shows
- Japan faces day of policy reckoning as Bessent calls time on big stimulus
- Japan manufacturing new business rises at fastest pace since 2018, PMI shows
- Global AI boom fuels Asia factory expansion in August
- This principal in Nepal evacuated 900 students before flooding swept away their school
- US 30-Year Bond Enters September on Its Worst Stretch Since 2006
- Global Bond Selloff Sends Yields to the Highest Level Since 2008
- Japan’s 10-Year Bond Yield Hits 3% for First Time Since 1996
- Japan’s Finance Chief Plays Down Bessent’s BOJ Rate Hike Push
- China’s Manufacturing Gauge Tops Forecasts With Faster Expansion
- Mine Warfare With Iran Hampers U.S. Efforts to Win Control of Hormuz
- Washington’s Deadly New Headache: an al Qaeda-Houthi Terrorist Alliance
- The Ukraine Drones That Are Carrying a Bigger Punch, Deeper Into Russia
- ‘Conflict of attrition’ in Iran could keep inflation high, ECB policymaker warns
- Disasters to cost world $450bn a year from climate change and development
Monday, August 31
Evening
- Stock futures are little changed after Wall Street closes out winning August: Live updates
- Fed's Warsh says past global savings glut is turning into investment surge
- Bessent pushes back on Druckenmiller critique of bond intervention
- Mortgage rates surge to the highest since June 2025 as new Middle East attacks push oil prices up
- Europeans bristle at Russia's return to G20
- US irks G20 ministers by inviting Russia, barring some journalists
- Army Secretary Dan Driscoll resigns from post
- Trump asks Apple to rename Lake Ontario to "Lake America" on maps
- Japan Bonds Face Test at 10-Year Sale as Yield Approaches 3%
- Asia Data Center Debt Binge Hitting Banks’ Limits, Barclays Says
- Bessent Criticizes Canada as Global Summit Shows Divisions
Afternoon
- Oil prices rise and stocks fall after US hits Iranian sites in the Strait of Hormuz
- Yields rise, stocks ease, with oil gaining as US and Iran resume military attacks
- Trump weighing limited strikes against Iran to curb Hormuz attacks
- Warsh's 'quieter Fed' now includes a smidgen of guidance
- The US debt crisis just got uglier: Number to know
- Australia's home prices extend declines in August as downturn deepens
- How Trump Is Reinforcing His Tariff Wall After Legal Setbacks
- Summit With Russia, India and Iran Shows Leverage Wars Have Given Xi of China
- Trump Says Communities That Oppose Data Centers Risk Becoming ‘Backwards and Poor’
- Donald Trump says US will hit Iran ‘hard’ as conflict reignites
- Trump’s tariff fix leaves US trade policy in permanent flux
General
- Stocks fall after U.S. strikes Iran; Wall Street heads for winning month: Live updates
- Oil rises over 3% as US and Iran resume military attacks
- Bond markets face fresh selling as oil prices jump, stocks cautious
- France is becoming the ‘poster child’ of sovereign debt problems as government borrowing costs hit near 2008 highs
- U.S., Iran exchange strikes for first time since July as Trump threatens strategic oil hub
- New US missile appears to have left wide path of death and destruction in Iranian city, report says
- Trump says Iran's Kharg is being 'blown to smithereens', but gives no details
- G20 countries should consider more trade barriers on China to cut imbalances, Bessent says
- Bessent’s G20 pitch collides with anxieties over US debt and Iran war
- Bank of England chief warns new AI models threaten global financial stability
- Stocks are sexy, but bonds are the most important market in the world
- Analysis-Depleted US oil stash loses potency as Iran war grinds on
- German inflation accelerates in August on higher energy prices
- Chinese factory slump eases, but weak services signal uneven recovery
- Leaders of China, Russia and India are among heads of state meeting to counter US influence
- Bessent Faces Credibility Test Selling ‘American Growth Agenda’ to G20
- War, Weather Push Crop Prices to Biggest Monthly Gain Since 2012
- For a Thirsty American West, It’s Either Cows or Humans
- ‘First Real Test’: Australia Fiasco Has Private Credit on Edge
- Japan Seeks Record Defense Budget as Takaichi Plans Buildup
- G20 Finance Officials Gather in U.S. as Iran War Grips Global Economy
- Long-Dated Treasury Yields Edge Up as 10-Year German Bund Yield Hits 15-Year High
- The Sudden Unraveling of Wall Street’s Momentum Trade
- G20 Warned Of Growing Threat to Financial Stability Posed By New AI Models
- The Geopolitical Mismatch Driving Russia to Threaten the West
- Japan’s bonds and yen under pressure after Kevin Warsh’s Jackson Hole speech
- Trump’s threats against Canada are self-defeating
- Scramble for gas assets pushes dealmaking to decade high
Sunday, August 30
Evening
- Stock futures slip as traders get set to wrap up a winning month: Live updates
- Oil jumps more than 2% after US attack on Iran's Larak island
- US strikes Iranian rocket launchers on the Strait of Hormuz in first military action in weeks
- Iran is attacking US forces in Jordan, Fox News reports, citing a US source
- US plans to sanction another bank in effort to clamp down on Iran transactions, Bessent tells AP
- US Treasury blocks certain journalists from G20 meeting in North Carolina
- Trump Urges FCC to Probe Media Polling, Punish NBC Moderator
- What we know about Trump’s deal giving US access to vast oil reserves in Venezuela
- Canada’s Ford Likens Trump’s Actions to Saturday Night Live Skit
- Bond Investors Wary After Warsh Fuels Wagers That Fed Is Poised to Hike
- Trump Administration Live Updates: U.S. Hits Iran With First Strikes in a Month
- Big Tech profits get $160bn boost from gains on stakes in other AI companies
General
- US Treasury's Bessent faces G20 diplomacy test amid tariffs, Iran war, bond turmoil
- Bessent says disorderly yen moves can destabilize global markets
- America's next grocery shock is brewing
- Investors prosper and consumers pay as the Iran war exacts an uneven economic toll 6 months in
- Iran’s leader calls for Muslim unity, NBC crew attacked in West Bank and other Mideast news
- The 5 craziest discoveries from OpenAI's HuggingFace investigation
- Russia preparing ‘massive strikes against Ukraine’s energy facilities’
- World Mostly Shrugs Off Bessent’s ‘D-Day’ Iran Sanctions Threat
- Warsh, After Talking Tough on Inflation, Faces a ‘No-Win Situation’ on Rates
- ‘A New Form of U.S. Colonialism’: Venezuelans Bristle at U.S. Oil Takeover
- Warsh Makes the Case for Higher Rates and Raises the Bar for Standing Pat
- Inside Trump’s Plan to Give the Pentagon a Stake in Venezuela’s Oil Riches
- Most Insurers Invest for the Long Term. Mark Walter’s Did the Opposite.
- Russia Is Bombarding Europe With a New Wave of ‘Gray Zone’ Attacks
- Putin Turns Again to China’s Xi as Russia’s Clout Crumbles
- Rising bond yields add tens of billions to G7 countries’ debt costs
- What’s the fiscal hit from higher yields?
Saturday, August 29
General
- Corn and wheat prices jump to highest prices in more than three years
- Wall Street week ahead: The market eyes the monthly jobs report
- Warsh raises stakes for Fed’s next meeting and other takeaways from Jackson Hole conference
- Why Fed chief Kevin Warsh turned to Central Banking 101
- Tech backlash reaches fever pitch as AI angst collides with social media fears
- The 5 craziest discoveries from OpenAI's HuggingFace investigation
- Untested in court, Trump’s new tariffs on Canada raise legal questions
- Trump says US has entered deal with Venezuela to take control of 65 billion barrels of oil reserves
- ‘If it’s made in the US, I don’t buy it’: Canadians on boycotting Trump’s America
- Trump’s Greenland threats cast a shadow on Iceland’s vote on whether to trigger EU membership talks
- At least 37 dead and hundreds evacuated after strike on Kyiv weapons depot
- Charting the Global Economy: Price Pressures Continue to Bubble
- How US-Canada Talks Turned Into a Tough-to-End Trade War
- Mark Walter’s Defiant Empire Confronts Growing Unease Over Probe
- Ukraine Says Russia Planning Ground Offensive on Kyiv, Chernihiv
- Kevin Warsh: the Hawk at Jackson Hole
- How Big Tech Blinded Itself to the Grassroots AI Revolt
- The Strongest El Niño in a Generation Is Wreaking Havoc on Global Economy
- Drain on U.S. Munitions From Iran War Raises Fears Over Ability to Deter China, Russia
- Warsh puts Fed on collision course with Trump ahead of midterms
- Risk of a new age of financial repression is rising
Friday, August 28
Afternoon
- S&P 500 is little changed, heads for winning week as Warsh says Fed committed to fighting inflation: Live updates
- Rate-hike expectations rise on Warsh speech at Jackson Hole
- Dollar rises to session high after Warsh comments, set for weekly gain
- Fed Chair Warsh signals rate hikes may be needed with US inflation stubbornly elevated
- Analysis: Kevin Warsh sharpens inflation warning at Jackson Hole, signaling possible rate hike
- US Consumer Sentiment Drops, Year-Ahead Inflation Views Improve
- China is secretly fueling America's data center rage
- Warsh Says Inflation Isn’t Slowing, Vows to Reach 2% Target
- Warsh Is Driving Treasuries Market, Whether He Wants to or Not
- Euro Zone’s Inflation Rate Is Set to Reach Highest Since 2023
- Hawkish Kevin Warsh hints Fed will raise rates if inflation does not fall soon
Bubble Watch
Nineties Bubble
The 1990s witnessed a fateful convergence of financial innovation, technological advancement, and state intervention. Activist monetary policy and successive government rescues fostered the explosive proliferation of securitizations, derivatives, repurchase agreements, hedge funds, and GSE-driven credit expansion. Resulting asset inflation and instability were the genesis for history’s greatest multi-decade bubble.
View Nineties Bubble analysis →Mortgage Finance Bubble
Post-bubble monetary reflation fueled catastrophic excess across mortgage finance — from subprime lending through AAA-rated MBS, complex derivatives, and leveraged Wall Street speculation. The period was defined by the “moneyness of credit” and “Wall Street alchemy.”
View Mortgage Finance Bubble analysis →Global Government Finance Bubble
Unprecedented global post-bubble central bank reflation, “whatever it takes” open-ended QE, and massive deficit spending unleashed history’s greatest period of credit and speculative excess. With the unchecked growth of central bank credit and sovereign debt, bubble dynamics eroded the foundation of global finance.
View Global Government Finance Bubble analysis →Stay updated
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