The Fed Is Stuck, the Deficit Is Exploding, and the Dollar Is Losing Faith
by Amit Goel
After cutting from 5.00% down to 3.75% through late 2024 and into 2025, the Federal Reserve has now held its target range at 3.50–3.75% for...
How India’s Indebted Households Are making Indian economy more vulnerable
This chart strips out mortgages and looks only at non-housing household debt as a share of GDP across major economies. On this specific measure...
Record Foreign Inflows Are Reshaping the US Equity Market
This chart highlights a structural shift in US equity ownership over the past three decades. Foreign investors and passive investment vehicles...
The Quiet Erosion: How Inflation Is Undermining India’s Income Growth
This chart tracks the share of Indian households across four income brackets from FY2021 through FY2031, and at first glance the trend looks
Leveraged ETF Boom: The Hidden Risk Inside the Rally
The number of US-listed leveraged ETP products is now approaching 700 funds — more than double the count seen at the end of 2024 — carrying over $200 billion
US Debt Is Rising Faster Than Ever—What Happens Next?
This chart shows that the United States is projected to run the largest budget deficit in the G7 relative to GDP, even as many other developed economies gradually improve their fiscal positions.
AI Infrastructure Spending Is Entering a New Growth Phase?
This chart highlights that the ongoing AI-driven data center buildout is evolving into one of the largest capital projects in modern history. In just six years, global data center capex has already approached $930 billion, surpassing or matching the inflation-adjusted costs of many historic megaprojects such as the Apollo Program, the Interstate Highway System, the...
If Bond Yields Fall, The Next Leg of the Bull Market May Begin
This chart shows that global long-term bond yields have risen to their highest level since the 2008 financial crisis, marking a significant normalization of financial markets after years of ultra-low interest rates and abundant liquidity. While higher yields reflect concerns around inflation, government borrowing, and fiscal deficits, they also signal stronger nominal growth expectations and...
Persistent Inflation Is Becoming a Structural Global Risk
This chart shows that inflation is once again rising faster than wage growth, creating renewed pressure on consumers and weakening real purchasing power. The recent rise in inflation has been driven largely by higher oil prices and geopolitical tensions linked to the Iran conflict, making essentials like fuel, food, and transportation more expensive. At the...
Extreme Dependence on AI Is Reshaping the Economy
This chart highlights how strongly the current S&P 500 earnings growth is being driven by artificial intelligence spending. In 2026, nearly 42% of total EPS growth is expected to come from AI-related investment, with the largest contribution coming from AI infrastructure such as semiconductors, datacenters, networking systems, and computing hardware, while AI cloud services contribute...
