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October 29, 2025
Curveballs: Opportunities for the US Grid
With electricity consumption flat for almost two decades, US load growth was stagnant from 2000 to 2020. In 2025, the public and private sectors have been scrambling to build out infrastructure and rein in retail prices as data center buildouts and electrification continue to drive consumption.
October 22, 2025
Curveballs: Gold Fever
Gold has surged, breaking above $4,000 per ounce and elevating the precious metal into an incredible $30 trillion asset class.
October 13, 2025
Consumer Credit Cracks? Auto Loan Woes Signal a Bifurcated Economy
While the broader economy remains stable, is recent stress in the auto finance space a harbinger of US consumer credit woes? Certain key indicators should be watched closely for signs of systemic stress.
October 8, 2025
Curveballs: France
France has been in the news lately for mounting political turmoil marked by Prime Minister Lecornu’s abrupt resignation, deepening budget battles, credit-rating warnings, and nationwide protests. The country’s fiscal deficit ranks among the largest of any advanced economy.
