Macro
Latest VonTrend reports on Macro — the trends, stocks, and setups that move before Wall Street catches on.
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Gates Proposes Taxing the AI Usage Microsoft Sells
Amazon says its AWS AI business already exceeds a $25 billion annual revenue run rate.
Aug 26, 2026 -
Gold's big trade turns cautious
A $58 million GLD call spread puts a clear ceiling on a 15% monthly gold run.
Aug 24, 2026 -
11,000 Price Cuts Weren’t Enough
Walmart just gave investors a warning about the consumer. Target gave them a reason not to blame the consumer for everything.
Aug 20, 2026 -
U.S. Battery Capacity Reaches Nearly 52 GW
Another 54 GW is planned through 2028. The buildout could lift solar values, or compress battery profits.
Aug 8, 2026 -
July Payrolls Fell While Unemployment Held at 4.1%
May and June were revised down by 103,000 jobs, making a weak July harder to dismiss.
Aug 8, 2026 -
Kashkari Wants a Hike Now, Cook Is Ready
The Fed held rates at 3.5% to 3.75% last week, but the August 7 jobs report now carries more weight.
Aug 5, 2026 -
Trump Pauses Iran Attacks, Oil Tests Shipping
Oil is sharply lower in premarket trading after Trump's pause. The relief lasts only if tanker traffic through Hormuz recovers.
Aug 3, 2026 -
BEA Reports Slower Growth and a 5.7% Price Surge
The GDP headline softened, but private demand strengthened. Jobs and inflation data in August will show which signal carries into the third quarter.
Jul 30, 2026 -
Fed Holds Rates as Three Officials Vote to Hike
The Fed left rates unchanged, but a 9-3 split put a September increase squarely in play.
Jul 29, 2026 -
U.S. and Iran Pause Hostilities, Sending Oil Lower Before Fed Week
Premarket oil losses ease the immediate supply threat. Shipping traffic will determine whether that relief reaches inflation.
Jul 27, 2026 -
Trump Reopens Iran Talks, Leaving Oil Risk Unsettled
Friday's drop in crude reflected hope for diplomacy. Shipping through Hormuz and a real Ukraine proposal will decide whether that relief lasts.
Jul 25, 2026 -
Futures Traders Put Fed Hike Odds at 36%
Friday's swift repricing has already changed the rate backdrop. Wednesday's Fed statement will decide whether it lasts.
Jul 25, 2026 -
Tariffs Put Inflation Back in the Market’s Crosshairs
A broad new import-duty regime has revived the question that rattled stocks Thursday: can yields fall if costs rise again?
Jul 24, 2026 -
Alphabet’s AI Bill Raises a New Test
Strong AI demand is no longer enough. The market wants to know when the spending turns back into cash.
Jul 23, 2026 -
Oil and AI Spending Hit Stocks at Once
A higher oil bill and a bigger AI bill are testing the market’s most expensive assumptions.
Jul 23, 2026 -
Generic Drug Tariff Creates a Two-Year Capacity Test
The tariff rate is severe. The more important question is whether manufacturers will spend before the rules are settled.
Jul 22, 2026 -
Wholesale Inflation Is Running Twice as Hot as Consumer Inflation
June producer prices fell 0.3% and the drop was almost entirely gasoline. Strip fuel out and wholesale costs are still climbing at roughly double the pace stores are charging shoppers.
Jul 15, 2026 -
Inflation Cooled the Most in Years but the Fed Won't Cut Yet
The best inflation report in years landed the same morning a new Fed chair told Congress he will not tolerate rising prices. The collision, not the number, is what moves portfolios.
Jul 14, 2026 -
Best Steel Stocks: Top Picks Right Now
Section 232 tariffs jumped to 50%, imports are retreating, and US steel prices sit at their highest in more than two years. These seven producers and suppliers stand to gain the most.
Jul 12, 2026 -
Best Infrastructure Stocks Right Now
US data center power demand is set to jump from about 31 gigawatts in 2025 to 41 in 2026, and the companies that build the grid, roads, and sites underneath it are the quiet way to own the boom.
Jul 10, 2026 -
Is Money Leaving Tech?
The Dow hit an all-time high Thursday while the Nasdaq fell for a second straight session.
Jul 3, 2026 -
A 57,000-Job Miss Lifted Utilities and Gold, Not Small Caps
A weak labor print was supposed to be fuel for rate-sensitive stocks. Investors bought defense instead.
Jul 2, 2026 -
A 5-4 Ruling Lets the Fed Keep Its Independence
The Supreme Court said a sitting Fed governor stays in her seat. Markets had been pricing the opposite into long-term bond yields.
Jun 29, 2026 -
The Nasdaq Just Logged Its Fifth Straight Loss
Money flowed out of technology and into defensive corners of the market all week as the first half of 2026 nears its close.
Jun 27, 2026 -
Cheaper Gas Pulled Consumer Confidence Off a Record Low
Sentiment climbed back toward 49 in June from May's all-time low of 44.8 as gasoline prices eased after the Iran truce.
Jun 26, 2026 -
Caterpillar Jumped 6% as Money Left the Mag 7
Two mega-caps dragged the S&P 500 lower while the Dow, small caps, and the average stock all closed higher.
Jun 25, 2026 -
Inflation Hit a 3-Year High and Stocks Are Rising Anyway
May's PCE index rose to 4.1%, the fastest pace since 2023, yet the rate hike that number implies did nothing to stop the buying.
Jun 25, 2026 -
Nine Fed Officials Now Forecast a Rate Hike
The Fed's own projections flipped from a rate cut to a possible hike, and the two-year Treasury yield jumped to a one-year high.
Jun 17, 2026 -
Shoppers Kept Spending While Discretionary Names Cracked
Headline retail sales beat for a second straight month, but the strength is concentrated in staples and online orders while experiential spending slips.
Jun 17, 2026 -
Wholesale Prices Are Rising at the Fastest Pace Since 2022 and the Fed Meets Next Week
Producer prices jumped 1.1% in May on a wholesale gasoline surge, while core inflation came in below forecasts for the second report in two days.
Jun 11, 2026