Housing Starts Data Misses Ground Truth of Construction Logistics
Official housing start figures often fail to capture the complex, messy realities of material transport and site operations.
Christal van der Merwe
Crude Oil Chasm: WTI and Brent Divergence Signals Geopolitical
WTI crude oil plummeted to $3.37 per barrel, while Brent maintained $76.01.
Housing Equity Dries Up: Rising Costs Impact Global Finance
Mortgage debt growth has stalled, limiting homeowner equity extraction. Surging construction costs and high interest rates are freezing housing inventory.
Eni CEO Warns Energy Outlook Deteriorates Amid Supply Risks
Global oil inventories are declining, with OECD government stocks hitting their lowest since 1990.
Typhoon Bavi Disrupts China Supply Chains, Global Commodity Trade
Typhoon Bavi is set to make landfall, halting critical logistics in China's manufacturing heartland.
Goldman Sachs Carry Trade vs. Mining Reality: Ground Truth
Goldman Sachs revives the currency carry trade, a strategy that previously caused market instability.
Gold Mining's Hidden Costs: Fed Rates, Geopolitics, and Heavy
Extracting gold involves immense logistical challenges and significant capital expenditure.
Gold's True Value: Central Banks, Geopolitics, Mining Reality
Central banks continue accumulating physical gold, increasing reserves by 3% in Q1 2026.
Copper Market Disconnect: Geopolitics, Mining Reality, Supply Chain
Copper prices rose despite US strikes on Iran, highlighting a market disconnect from physical supply chain realities.
FTC Trial Against Zillow, Rocket: Digital Housing Market Control
A judge denied the government's early win against Zillow and Rocket, setting an August trial.