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The 20-Year Treasury Just Priced at Its Highest Yield Since It Came Back
The Treasury sold $16 billion of 20-year bonds this week at a yield around 5.27%, the highest level for that maturity since
Daniel Whitmore
Money Is Pouring Into Municipal Bonds, and a Familiar Tax Threat Just Went Quiet
Nearly $25 billion has flowed into municipal bond mutual funds so far this year, with positive weekly inflows in 19 of the last 21
Daniel Whitmore
Credit Card Debt Hit $1.26 Trillion, and the "K-Shaped" Divide Behind It Is the Real Story
Americans' total credit card balances reached $1.263 trillion in the second quarter, according to the New York Fed, up from $1.242
Daniel Whitmore
Washington Loosened Chip Exports to China, and Congress Is Already Trying to Reverse It
In January, the Commerce Department published a rule permitting sales of advanced AI chips to China, easing restrictions that had previously blocked Nvidia'
Daniel Whitmore
The Grid Was Built for a Different Country, and Utilities Are Now Spending $1.1 Trillion to Catch Up
US utilities are planning to invest $1.1 trillion in grid infrastructure over the next five years, and separate estimates put total utility capital
Daniel Whitmore
Retail Sales Beat Expectations, but the Number Everyone's Missing Is 1%
Retail sales rose 0.6% last month, triple the 0.2% economists had penciled in, and sales are now running 5% above year-ago
Daniel Whitmore
Eli Lilly's Best Quarter Ever Is Also a Story About How Concentrated Pharma Growth Has Become
Eli Lilly just posted its strongest quarter on record, with second-quarter revenue of $23 billion, up 48% year over year, and the company
Daniel Whitmore
The Fed Just Went From Cutting Talk to Hike Odds in a Matter of Weeks
A month ago, the debate around the Fed centered on how much room existed for rate cuts given a visibly cooling labor market. Now
Daniel Whitmore
The SEC Is Rewriting the Rules to Get Companies Back on the Public Markets
IPO activity is already accelerating without any rule changes. There were 99 IPOs raising more than $22 billion in the first quarter of 2026,
Daniel Whitmore
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