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Federal Reserve building facade, representing the 2026 debate over a September rate hike

The Rate Hike Didn’t Get Cancelled. It Got Rescheduled to December.

Markets cheered July’s cool CPI print. But a Fed rate hike is still 73% priced for December, and your money plan is probably built for cuts that aren’t coming.

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Rows of illuminated server racks in a data centre, representing the electricity demand behind AI infrastructure

Super Micro Missed Because Its Customers Couldn’t Plug the Servers In

Super Micro missed revenue because customers couldn’t power the servers. The AI power bottleneck has replaced chips as the real constraint — and the market hasn’t repriced it.

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Stacks of US dollar bills representing American household debt balances in the Federal Reserve Bank of New York Q2 2026 Household Debt and Credit Report

Household Debt Fell for the First Time Since COVID. It Didn’t Actually Fall.

US household debt fell $13 billion in Q2 2026 — the first drop since COVID. The NY Fed says it was a mortgage reporting gap. Strip it out and debt rose $61 billion.

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