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Mish Talk
mishtalk. com > economics > how-much-does-the-price-of-oil-influence-interest-rates-and-bond-yields

How Much Does the Price of Oil Influence Interest Rates and Bond Yields?

1+ hour, 41+ min ago  (230+ words) Pictures show the answer is shockingly little. Oil vs Yields Key Points Price of Oil vs Treasury Yields and Fed Funds Rate Detail Current State of Affairs Interpretation These charts put a further spotlight on numerous Fed errors, ridiculous reliance…...

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Mish Talk
mishtalk. com > economics > ceasefire-broken-but-back-on-vance-iran-meeting-called-off-now-what

Ceasefire Broken but Back On, Vance-Iran Meeting Called Off, Now What?

9+ hour, 6+ min ago  (1125+ words) The agreement did not even last a day. It's fundamentally flawed. Fighting Between Israel and Hezbollah Already As many expected, fighting between Israel and Hezbollah started almost as soon as the deal was signed. One aspect of the deal was…...

Mish Talk
mishtalk. com > economics > housing-starts-crash-15-4-percent-on-top-of-steep-negative-revision

Housing Starts Crash 15. 4 Percent on Top of Steep Negative Revision

3+ day, 8+ hour ago  (1148+ words) Compared to the unrevised April number, starts decline 19. 7 percent. Housing Starts Lowest Since May of 2020 The monthly New Residential Construction report for May 2026 shows a construction disaster. Housing Starts Single Family vs Multi-Family Single Family vs Multi-Family Details SA in…...

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Mish Talk
mishtalk. com > economics > core-cpi-inflation-looks-contained-its-a-mirage-ignoring-services

Core CPI Inflation Looks Contained. It's a Mirage Ignoring Services

4+ day, 21+ hour ago  (471+ words) Let's discuss goods and services. The latter is 63. 4 percent of the CPI. No Good Reason to Hike? Let's ignore food, gasoline, rent, medical care services, food, home prices, property taxes, and insurance because the price of home furnishings is falling....

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Mish Talk
mishtalk. com > economics > a-peek-at-trumps-deal-with-iran-whats-inside

A Peek at Trump's Deal with Iran. What's Inside?

4+ day, 20+ hour ago  (1168+ words) Other than strait re-opened, much of this is still speculation. But here's the discussion. In the name of God, the Most Compassionate, the Most Merciful. The esteemed people of Iran are hereby informed: According to the agreements reached, the war…...

Mish Talk
mishtalk. com > economics > iran-confirms-deal-trump-says-congratulations-to-all-strait-open

Iran Confirms Deal! Trump Says Congratulations to All, Strait Open

5+ day, 2+ hour ago  (607+ words) The Yea-Sayers were right. Official signing June 19 in Switzerland. Truth Social: The Deal with the Islamic Republic of Iran is now complete. Congratulations to all! I hereby fully authorize the toll free opening of the Strait of Hormuz, and, simultaneously…...

Mish Talk
mishtalk. com > economics > theres-a-59-percent-chance-of-at-least-one-fed-rate-hike-by-december

There's a 59 Percent Chance of at Least One Fed Rate Hike by December

5+ day, 20+ hour ago  (702+ words) Inflation is running hot and the market expects the Fed to act. Looking ahead to March 2027, the expectation is 4. 02 percent up from 3. 69 percent on May 8. The change is slow but significant. We went from cuts, to no change, to one…...

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mishtalk. com > economics > what-are-the-odds-trumps-executive-order-blocking-mail-in-votes-stands

What Are the Odds Trump's Executive Order Blocking Mail-In Votes Stands?

6+ day, 7+ hour ago  (1808+ words) Essentially zero. Let's discuss why. Trump's Second Executive Order On March 31, the White House reported Trump issues second executive order on elections, giving U. S. Postal Service unprecedented control over mail voting. The executive order is labeled ENSURING CITIZENSHIP VERIFICATION AND INTEGRITY…...

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mishtalk. com > economics > trump-blasts-fake-deal-details-from-iran-real-deal-details-shortly

Trump Blasts Fake Deal Details from Iran, Real Deal Details "Shortly

1+ week, 9+ hour ago  (309+ words) If Trump can lie about deals, why shouldn't Iran? Here are deal terms from Iran. Trump on the Fake Deal Please consider New details of the draft Iran-US memorandum of understanding from Mehr News (In Iranian, Google Translate below) According…...

Mish Talk
mishtalk. com > economics > trumps-stated-preference-today-is-to-steal-irans-oil-literally

Trump's Stated Preference Today Is to Steal Iran's Oil, Literally

1+ week, 1+ day ago  (1883+ words) Trump made his most believable statement ever today. The Big Lie Then the Truth This is exactly how this amoral "grab em buy the pussy" degenerate thinks. Anything he thinks he can get away with is fair game. Greenland is…...

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