D. H. Taylor

Economic Data Puts The Fed In Tight Place

Employment is now weak, and inflation is moving higher and likely to continue; the Fed will have a less clear pathway—but, higher long end yields to…

18 hrs ago • D. H. Taylor

3

September 2026

Iran Will Win & How This Plays Out

Iran will force all oil to flow through the Strait of Hormuz with Houthi rebels being a proxy, and then the Suez Canal potentially getting attacked

Sep 21 • D. H. Taylor

4

1

Oil Supply Shock, Prices, & What Is Next

Iran is inflicting the most pain at the most crucial moment, and the probability of higher oil prices is increasingly more likely... then there are the…

Sep 14 • D. H. Taylor

6

2

Massive Jobs - Now Inflation & AI Trade

After a massive jobs data print, this week we await inflation data that will indicate future interest rates, and a key AI trade financial release

Sep 10 • D. H. Taylor

1

1

August 2026

How Far Will The Fed Raise Rates?

The Federal Reserve is sending a clear signal that interest rates need to go higher—how far could rates go?

Aug 31 • D. H. Taylor

4

1

1

Bond Rout: Blame Japan

The bond market became dislodged this week, but one of the initial catalysts is Japan, and then US debt, inflation and AI hyper-scalers

Aug 23 • D. H. Taylor

3

1

Employment Situation: A Continual Decline

The unemployment rate declined on to 4.08%, but that is misleading to think this is an improvement

Aug 9 • D. H. Taylor

1

1

Inflation & The Fed—Are They Behind The Curve?

The Fed voted to keep rates steady,

Aug 4 • D. H. Taylor

1

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

Jul 26 • D. H. Taylor

1

1

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…

Jul 20 • D. H. Taylor

1

2

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…

Jul 13 • D. H. Taylor

1

1

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.

Jul 9 • D. H. Taylor

3

1