ENB Pub Note: Interesting points, and we have not cycled through all of them in the story for verification; however, pay attention to the Panama Canal as it relates to the tariffs and China. As […]
Fed’s assets-to-GDP ratio dropped to 22.6%, first seen in 2013. Quantitative Tightening has shed 25% of total assets from peak.
Trump explained it clearly yesterday, and markets understood. But companies have known it all along.
GM’s Q1 sales soar, with EV sales +94%, Hyundai-Kia and Honda sales soar, Toyota’s nearly flat, Ford’s dip, Stellantis still in death spiral.
ENB Pub Note: This is essential data from the EIA as it will consider how much trade tariffs can be offset by energy exports. In my Substack article “U.S. LNG Exports are Trump’s Trade Right […]
South Asia Brief on where bilateral negotiations stand. By Michael Kugelman, the writer of Foreign Policy’s weekly South Asia Brief and the director of the South Asia Institute at the Wilson Center. U.S. and Indian […]
Daily Standup Top Stories A Big Coal Plant Was Just Imploded to Make Way for an AI Data Center – WSJ April 2, 2025 Clark Savage ENB Pub Note: Interesting article from the WSJ. They bring […]
For humans and AI trading the stock, it’s just a spectacularly fun video game. For observers, it proves this market is dangerously nuts. By Wolf Richter for WOLF STREET. The craziness of this situation is hard to convey […]
Are they still selling any Cybertrucks? By Wolf Richter for WOLF STREET. The total number of vehicles Tesla delivered to its customers around the globe in Q1 2025 plunged by 13% from the already crushed levels a year […]
ENB Pub Note: This is a critical story, and we will dig into this issue. The program in the IRA allocated $1.55 billion to the MERP, with $350 million designated as formula grant funding to […]
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