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Voters Blame Trump for Inflation and Grocery Prices, What the Polls Mean for the Midterms

Inflation has re-emerged as a central fault line in U.S. politics, with polling data and political commentary pointing to growing voter frustration over the cost of groceries, fuel, and everyday goods. The Iran war, which began with U.S. and Israeli strikes on February 28, …

Nitish Kishor | 11 June 2026

U.S. Producer Prices Beat Forecasts Again, What the Numbers Actually Showed

U.S. producer price data released Thursday delivered a second consecutive above-forecast monthly reading, reinforcing concerns about persistent wholesale inflation at a time when the Federal Reserve faces increasing pressure to tighten monetary policy.

Nitish Kishor | 11 June 2026

Trump Vows to Seize Iran's Kharg Island and Take Total Control of Its Oil Markets

U.S. President Donald Trump issued his most direct threat yet against Iran's energy infrastructure on Thursday, warning via Truth Social that the United States would strike Iran "VERY HARD TONIGHT" and would eventually seize Kharg Island, the country's central crude oil export terminal. Trump …

Nitish Kishor | 11 June 2026

The $32,970 Final Ticket and 176,000 Unsold Seats: Why the 2026 World Cup Is Dividing Fans

The 2026 FIFA World Cup, held across 16 cities in the United States, Canada, and Mexico and featuring 48 teams for the first time, opened Thursday with a structural paradox: the largest tournament in the sport's history is simultaneously the most expensive ever attended …

Nitish Kishor | 11 June 2026

Trump Pushes Fed for Rate Cuts as Independence Debate Returns to Centre Stage

The Federal Reserve was designed to operate with substantial independence from day-to-day political influence. While members of the Board of Governors are nominated by the president and confirmed by the Senate, monetary-policy decisions are made by the Federal Open Market Committee under a framework …

Nitish Kishor | 11 June 2026

The Great Manufacturing Rebirth That Wasn't: Measuring the Gap Between Promise and Reality

Government incentives, trade policies and industrial programmes have encouraged substantial investment in domestic manufacturing facilities over recent years. Semiconductor production, battery manufacturing and advanced industrial equipment have attracted significant capital expenditure commitments.

Nitish Kishor | 11 June 2026

Fewer Public Companies Than 25 Years Ago, Reshaping the Investment Landscape

Several factors have contributed to the reduction in listed companies. Private-equity firms have acquired thousands of businesses that previously traded publicly, while many younger companies have chosen to remain private for longer periods than earlier generations.

Nitish Kishor | 11 June 2026

Inflation, Oil, and Fed Policy Defined Thursday's Trading Session, Here Is the Full Picture

Macro trading days rarely deliver the density of simultaneous data, events, and market moves that Thursday produced. By session end, the U.S. had released a hotter-than-expected wholesale inflation report, the ECB had raised rates for the first time in nearly three years, President Trump …

Nitish Kishor | 11 June 2026

The Fed's Punch Bowl Problem: When Does It Act to Cool Markets?

The phrase "taking away the punch bowl" has long been associated with the Federal Reserve's responsibility to prevent financial excesses from becoming destabilising. The concept reflects the challenge of tightening financial conditions before speculative behaviour creates broader economic risks.

Nitish Kishor | 11 June 2026

The Unlikely Corporate Winners of AI, Beyond Nvidia and the Hyperscalers

Heavy-equipment manufacturers have used AI to enhance predictive maintenance, equipment monitoring and production planning. Advanced analytics allow operators to reduce downtime and improve utilisation rates, creating efficiency gains across industrial supply chains.

Nitish Kishor | 11 June 2026
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