OpenAI Shelves 2026 IPO: Why Altman Delayed the $1T Listing
Sam Altman confirms OpenAI won’t go public in 2026, calling an IPO ‘ill-advised’ as Anthropic picks Nasdaq and AI labs weigh a voluntary safety slowdown.
Why Southwest Cuts 17 Atlanta Routes in Major Network Reset
Southwest Airlines slashes 17 Atlanta routes as load factors drop to 73.2%, shifting capacity to Nashville amid pressure from activist Elliott Management.
Sovereign Debt Explained: How Nations Borrow and Default
Sovereign debt explained: how nations issue bonds, what separates domestic from foreign borrowing, and how debt restructurings actually work.
Bessent Triples Buybacks to $6B as Bond Market Rebels
Treasury Secretary Scott Bessent tripled long-end buybacks to $6B, but the 30-year yield held near 5.32% as Trump’s $1.23T dividend pledge hit debt markets.
Homebuilder Stocks Near 52-Week Lows as 10Y Hits 4.95%
Homebuilder stocks sit near 52-week lows as the 10-year Treasury climbs to 4.95% and the 30-year mortgage hits 6.76% ahead of the September FOMC.
How to Read the CPI Report: A Beginner’s Guide
A step-by-step walkthrough of the monthly BLS CPI release: headline vs core, MoM vs YoY, SA vs NSA, category weights, and how to avoid common misreadings.
After Hot CPI, Real Yields Rose but Breakevens Fell
The 10-year pushed near 5% after August CPI, but breakevens fell. Real yields did the work — a bond-market vote of confidence in the Fed.
Diesel Shock: Fuel Squeeze Looms Over Airlines, Truckers
Diesel hit $5.97/gal and PPI diesel jumped 24.1% in August. Airlines and truckers head into Q3 with a rebuilt fuel-cost problem.
How Social Security COLA Is Calculated: The CPI-W Formula
How SSA turns the CPI-W into next year’s Social Security raise: the Q3 formula, the no-cut rule, and when the number lands.
2027 Social Security COLA Tracks 3.5% After Hot August CPI
TSCL projects a 3.5% 2027 Social Security COLA after Aug CPI-W ran at 3.5% YoY, with capital-markets implications for Treasury issuance.