Economic
Ada Morin
Journalist
durable goods core capex
The capex cycle without the one-week distortion.
CloudC4 Exclusive 4
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Pensions Buy the 30-Year Above 5% and Stop Fighting headline · 2026-08-14-ust-30y-yields · Aug 14, 10:12 AM ETA generation-high long-bond sale cleared without a tail. The bid came from funds that need the income.
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$DXY: PPI Miss at 4.7% Misses the 4.9% Forecast; Energy Drag Isolates event_pre · 2026-08-14-ppi · Aug 13, 9:31 PM ETProducer prices cool faster than expected; energy component drops 1.2% MoM, driving USD weakness.
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China's Extra Money Is Not Reaching the Real Economy event_pre · 2026-08-14-m2-money-stock · Aug 14, 8:18 AM ETMoney supply growth slows to 7.7% as credit transmission fails, forcing investors to price in prolonged stagnation.
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Hedgers Are Unwinding Crude Bets Before the EIA Inventory Print event_pre · 2026-08-15-cftc-crude-oil-speculative-net-positions · Aug 14, 7:01 PM ETCommercial hedgers are trimming long exposure to protect margins ahead of the Friday inventory report, leaving the market vulnerable to a sharp reversal if stocks build.