A look at the 30-year yield this afternoon. Today’s Treasury action might best be described as tilting at windmills.

It’s quixotic.

Such as it is in the era of populist economics & finance. #Econ #EconSky

US 10 year yield moves have towards 4.85% after US Treasury extended and larger program announced.

It would appear that global investors intend to test “the house. #Econ #EconSky

The Profit Alignment Problem: How Profit Mandates Induce Alignment Failures in LLMs

Eric So

#arXiv #cs.AI #econ.GN #q-fin.EC

My preview of both inflation reports out this week and why both will support a Fed rate hike. We expect two hot monthly inflation reports driven by higher oil & diesel prices.

I think we could get a 0.5% upside surprise in the August CPI. #Econ #EconSky

realeconomy.rsmus.com/market-minut...

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Good morning.

Non-residential investment now comprises 14.3% of the total economy while investment in intellectual property has averaged 9.1% at an average annual rate since early 2020 & equipment is up 10.5% annually. #Econ #EconSky

realeconomy.rsmus.com/market-minut...

#econ The video provides reason why manufacturing/(materials) science/engineering is necessary as a complete integrated national infrastructure. At 8:40 an inductive example why learning by doing is essential to economic development. youtu.be/KxJz8HCEnQU
1/-

Wars are expensive, inflationary & tend to permanently alter the status quo in ways the result in a redistribution of power even amidst inconclusive outcomes.

My discussion via @CNN. #Econ #EconSky

www.cnn.com/2026/09/07/b...

Good morning.

My discussion via @CNBC @SquawkBoxEurope on interest rates, policy & the Fed this morning. #Econ #EconSky

www.cnbc.com/video/2026/0...

Good evening.

Will be on CNBC @SquawkBoxEurope at 9AM BST Monday morning to discuss the day on global economics, finance & business.

Nothing beats an evening walk in the City of London. #Econ #EconSky

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Good morning.

I am forecasting an increase of 25K in the US August jobs report. The unemployment should remain unchanged at 4.1% & average hourly earnings should increase 0.3% which translates to a 3.1% year ago pace. #Econ #EconSky

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