Economy
The macro picture matters ā whether it's the Fed, inflation, gold prices, or where the dollar is headed. Oggonomics breaks down the big-picture economic forces that move markets and hit your wallet.
How Goldman Sachs Sees the Trump-Effect in Stocks and Tariffs
The 2024 election is now finally over. Donald Trump will be the next President of the...
Read moreDetails
Bad News About Future Rate Cuts…
I promised myself I was not going to write about interest rate cuts on the day...
Read moreDetails
Massive Financial Market Reactions as Trump Beats Harris/Biden
As investors awake on Wednesday morning, the financial markets were surging as Donald Trump has been...
Read moreDetails
The Top 20 Nations Owning the Most Treasury Debt
As the U.S. Presidential, Congressional and local elections unfold, many people are on edge. Even the...
Read moreDetails
Why Rising Long-Term Treasury Yields Look So Scary This Time Around
The Federal Reserve's FOMC finally got around to cutting interest rates by 50 basis points in...
Read moreDetails
It’s Almost a Housing Recession, But…
Photo by Jon Ogg of construction scene looking rather messy You keep hearing the financial media...
Read moreDetails
Long-Term AI Spending Growth to Trump Data Center Spending Growth
As each year starts to wind down there are always forecasts about what to expect in...
Read moreDetails
BofA’s $3,000 Not-Scary-Enough Gold Scenario: Safer Than Treasuries?
Gold often has its own reasons to rise or fall. Still, it's not just mountain dwarves...
Read moreDetailsGovernment Budget Woes: Runaway Spending vs. “Fair Share” in Taxes
You have probably heard it before that the United States government has a massive spending problem....
Read moreDetailsThe Fed’s Other Inflation Worry — International Prices Effect on U.S. Inflation
The Federal Reserve's dual mandate is to foster full employment and price stability in the United...
Read moreDetails
Oggonomics delivers daily stock analysis, Wall Street analyst coverage, and no-nonsense market commentary for investors who think for themselves.
Learn more
