D. H. Taylor

July 2026

Oil & Inflation: What To Watch
We are in the midst of another round of the conflict with Iran, and oil prices have rightly pushed back up—This could be the new norm
 • D. H. Taylor
Chinese AI Stocks - Popping The AI Bubble
Chinese AI competitors are releasing better, and lower-cost AI versions that will erode the US's higher cost products—This could be a game-shifter for…
 • D. H. Taylor
Inflation On The Way—This Week Ahead With Key Financial Releases
The market has some hurdles to get through this week with inflation reports, more geopolitical turmoil from the Strait of Hormuz, and then key AI…
 • D. H. Taylor
Employment: Worse Than You Think
The unemployment rate looks good, but it's masking a major concern that will show up in economic data soon.
 • D. H. Taylor

June 2026

Stagflation Is Here: Increasing Inflation & Decreasing Growth
Price pressures continue higher while key economic growth indicators are now negative—the Fed will be forced to increase interest rates—the stock market…
 • D. H. Taylor
How AI Buildout & Tariffs Are The Cause Of Inflation - Not Oil—yet!
AI and tariffs are the real cause of inflation. Oil will add even more, and here is what to watch.
 • D. H. Taylor
Google Sold Its Stock At The Top... Did You?
Google sold some $80B of its own stock, which may be a tell of where the AI craze is. It may also be time to reevaluate.
 • D. H. Taylor
There is no deal with Iran: The Markets Will Punish
Bond markets pushed Trump to declare a deal done. Iran has no incentive to make a deal. Oil markets and the bond market will punish for this
 • D. H. Taylor

May 2026

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