The August inflation data overlaps with President Trump’s latest round of tariffs on major U.S. trading partners. But while the direct impact is up for debate, beef’s surge suggests tariffs may already be filtering into consumer prices.
UPDATED: Tesla’s Market Volatility: Explained in two charts
Tesla’s stock is a fascinating case study—one that not only reflects traditional market forces but also captures the increasingly powerful influence of the CEO’s political leanings on investor’s confidence.
Foreign Investors Pump $80B Into U.S. Treasuries; U.K. Posts Biggest Monthly Gain
In June 2025, foreign official institutions drove a $80 billion net inflow into U.S. Treasuries, with the U.K. recording the largest one-month increase among major holders.
Russia’s Crude Oil Exports Stay High — But Flows Shift Sharply Toward Asia
Despite sanctions, Russia’s crude oil exports remain steady. Trade flows have pivoted from Europe to Asia, with China and India now the top buyers. India’s growing imports—and its refusal to join Western sanctions—have triggered steep new U.S. tariffs.