Morning Macro Report: Confidence Falls, Housing Cools, Inflation Splits, and Labor Weakens
morning-macro-report-confidence-housing-inflation-labor-2025-11-25
Inflation, CPI & Real Rates (🔥📉)Search public articles and published connected research.
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morning-macro-report-confidence-housing-inflation-labor-2025-11-25
Inflation, CPI & Real Rates (🔥📉)AI Feedback Loops Are Rewriting Power – Systems & Patterns (2025) From predictive policing to trading algorithms and social platforms, AI-driven feedback loops are shaping behavior and concentrating control. What happens when the system trains itself—and we …
AI Industrial Flywheel (⚙️🤖🔥)This article breaks down why Tsinghua University’s surge in AI patents doesn’t mean China is winning the AI race. Patent charts measure universities—not compute, chips, cloud infrastructure, power, or frontier model leadership. Using real data, we explain why…
AI Industrial Flywheel (⚙️🤖🔥)A deep, plain-language breakdown of how QE, fiscal policy, and the rising AI-industrial build-out are quietly pushing up the cost of housing, cars, power, and everyday life — and why prices never come back down even when inflation cools.
Policy Watch — Fed, Treasury & CBs (🏛️📜)