The US dollar just had a pivotal summer, and the chart tells the story. The DXY opened July at 101.39 - and never really looked back. Two distinct phases drove the decline. Two Phases Drive the Dollar's Decline Phase 1 - Late July: The FOMC surprised markets by holding rates at 3.75%, triggering a rapid [...]
Last week marked Kevin Warsh's debut as Fed Chair, and it signaled a real shift in how the central bank operates. Kevin Warsh and a different approach to Fed communication Key takeaways: No dot plot from the Chair - Warsh declined to submit his own rate forecast, breaking with years of Fed "forward guidance" Five [...]
The rapid rise of data center opposition is reshaping the debate around AI infrastructure, energy use, and America's technological competitiveness. America is doing it again - blocking the infrastructure of its own future. Data center opposition has exploded from 8 active local and state efforts in May 2024 to 78 just one year later. This [...]
The Federal Reserve turns 113 this year — and its track record is more complicated than most people realize. From Stability to Inflation Here's what the history books often leave out: Before 1913, the U.S. had virtually no inflation outside of wartime. The purchasing power of $1 in 1900 was roughly equal to that of [...]
Nuclear energy is entering a new era — not just technologically, but politically. After decades of hesitation, global nuclear energy policy is experiencing a sharp shift, with countries across the world rallying behind nuclear power to meet growing energy needs and climate goals. From COP summits to national roadmaps and financial backing, a political and [...]
Just a few years ago, the hydrogen economy was the talk of the energy world. Touted as the fuel of the future, hydrogen attracted billions in investment, turbocharged clean energy startups, and inspired government roadmaps across the globe. But today, the momentum has slowed, and reality is setting in. Why the Hydrogen Economy Lost Steam [...]
