The Trade Weighted U.S. Dollar Index (DTWEXBGS) is a key indicator measuring dollar strength against a basket of currencies. By analyzing historical data from the 2008 financial crisis, 2020 pandemic, and more, we decode what the current level of 121 means for investors....
macro data
US CPI YoY growth at 3.02% in September 2025, significantly down from 2022 peak but still above Fed's 2% target. Historical experience shows inflation rebounding before reaching target often signals greater turbulence ahead. This article provides deep analysis of inflation data, comparing with hist...
Behind Amazon's 30,000 layoffs lies a zero-sum game between GPU investment and human capital. As enterprise AI adoption approaches the critical 50% threshold, are we replaying the 2000 internet bubble?...
The St. Louis Fed Financial Stress Index (STLFSI4) is like a "blood pressure monitor" for financial markets, helping us detect early signs of financial crises....
NFCI is like a thermometer for financial markets. When it turns from negative to positive, it's a signal that markets are starting to "run a fever." This indicator has provided early warnings before every major crisis in history....
The Market Cap to GDP ratio hits 217%, far exceeding the 2000 dot-com bubble peak of 159%. Buffett considers 120% overvalued - we're now at nearly 3x normal levels! History shows every time it exceeded 130%, a 40-60% crash followed....