Miner Company
Economy Remains on Solid Footing as Powell Era Ends
Market narratives remain split between two forces: tail risk to oil flows through the Strait of Hormuz and constructive US economic data supported by AI infrastructure capex. The Dallas Fed Weekly Economic Index (WEI), a real-time, GDP-equivalent signal of economic momentum, rose to 3.0% from 2.5% last week.
Market narratives remain split between two forces: tail risk to oil flows through the Strait of Hormuz and constructive US economic data supported by AI infrastructure capex. The Dallas Fed Weekly Economic Index (WEI), a real-time, GDP-equivalent signal of economic momentum, rose to 3.0% from 2.5% last week.