Consulted Atlas. Shrugged.
11.03.2026 13:32
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Consulted Atlas. Shrugged.
Intel has announced the Core Ultra 270K Plus and 250K Plus, its “fastest gaming desktop processors ever.” No refresh of the Core Ultra 9 285K though www.theverge.com/tech/892838/...
Jim Cramer suggests on CNBC that Trump could “bomb Tehran into the Stone Age” until Iran reopens the strait, citing U.S. bombings of North Vietnam in the 1970s. Carl Quintanilla points out to him that Hanoi won that war.
February's benign CPI report is not going to change much about the Fed's thinking around rates, because it reflects the period before the Iran war.
Now officials must weigh resurgent inflation risks against the possibility of dented consumer spending www.nytimes.com/live/2026/03... @nytimes.com
Capital Economics: "If the current WTI price of about $85 is sustained for the rest of the month, then it’s likely that the all-items CPI inflation rate will jump by 0.5%-points this month to 2.9%."
🗳️Stronger EU-Canada partnership amid global turmoil
In a report adopted on Wednesday, MEPs call for deeper EU-Canada cooperation to tackle security threats and boost trade amid rising geopolitical tensions.
Details ⤵️
www.europarl.europa.eu/news/en/pres...
Big rise in software CPI... cmon AI...
a graph of US coffee price growth
still a rough time for all of us coffee drinkers out there—prices are now up more than 50% since 2019 and 18% over the last year alone
TEL AVIV, Israel (AP) - Israeli intelligence assessment indicates Iran's new supreme leader was wounded at the start of the war.
@apnews.com
Imagine your boss gives you shoes that don't fit and you choose to suck it up and wear them.
Core CPI continues trending lower. 6-month runrate fell below 2.5% for the first time. (Hope this keeps heading lower to offset the pop in gas prices.)
@carlquintanilla.bsky.social really is a national treasure
that's why I only drink tea 🫖
No, it's not your imagination: Your morning cup of coffee has gotten a lot more expensive. Blame tariffs (and also climate change).
More from Sydney Ember last fall: www.nytimes.com/2025/09/11/b...
Core services excluding housing, which the Fed has at times highlighted as a measure of underlying inflation, has stalled out recently (and picked up sharply on a three-month basis).
This report, more than most, feels like a real look back in time, so I'm not going to do a long thread. But a couple quick charts, starting with the headline: Overall inflation was steady in February, although it has picked back up a bit on a three-month basis.
A reminder than OER will have a compensative rebound in April MoM (as it will count two month worth of rent)
That would be something
US #Inflation: the good, the bad & the ugly
✅Good: CPI flat at 2.4% y/y
🟠Bad: inflation understated by ~0.3-0.4pt from government shutdown
⛔️Ugly: tariff passthrough ongoing & #oil price shock incoming via gasoline prices
Should Tottenham remove Igor Tudor after 17 minutes? Or leave him there for a bit longer? An awful night in Madrid showed they need (another) new manager and increased their problems:
www.independent.co.uk/sport/footba...
now people will be very upset
Bloomberg reporting that multiple airlines around the world are
already raising fares to compensate for the skyrocketing cost of jet fuel.
Jet fuel was around $2/gallon at the start of this year, now somewhere between $3.50 and $4.00.
Fuel runs around 20% of airline costs, second behind wages.
Electricity CPI +4.8% YoY
US CPI #inflation mixed ahead of #oil shock
📈#CPI +0.3% in Feb
✅Core +0.2%
🍲Food +0.4%
⛽️Energy +0.6%
✅Core gds 0.1%
🚗New 0%
🚘Used -0.4%
👕Apparel 1.3%
✅Core svc 0.3%
🏘️Shelter 0.2%
🏡Rent 0.1%
🏠OER 0.2%
🏨Hotel 3.5%
🏥Med 0.6%
🛫Air 1.4%
📜Car insur -0.3%
Jensen Huang doing his best Oprah impression lately:
and YOU get $2 billion and YOU get $2 billion and YOU get $2 billion...
First $CRWV, then $LITE & $COHR, now $NBIS
sherwood.news/markets/nebi...
February CPI Report: Beware the Ides of March
Due to the events in the Persian Gulf policymakers and the public can effectively ignore the February U.S. Consumer Price Index due to the energy shock that is cascading through the U.S. and global economy. #Econ #EconSky
but ... why?
“.. #CPI apparel jumped by 1.3% m/m in February ... that's the largest jump since September 2018.”
- Schwab
U.S. consumer prices rose 0.3% in February and were up 2.4% from a year earlier. "Core" prices, excluding food and energy, were up 0.2% month/month and 2.5% year/year. But remember that all these numbers are from before the war in Iran sent gas prices soaring. #NumbersDay
