The Economy Tracker
Your guide to navigating the economy and markets.
Written by
Nick Tomas
Connect
Investing
+4
Nov 9, 2026
•
2 min read
"Market tops are a process."
Data Centers
+5
Nov 8, 2026
6 min read
"It's the economy, stupid."
+6
Oct 14, 2026
8 min read
Part 5: The Contagion Map - From Project Delays to Contagion
Oct 13, 2026
9 min read
Part 4: Private Credit, PE, and Insurance - The Shadow Banking Risk
Oct 12, 2026
Part 3: The AI Buildout’s Triple Constraint: Power, Capital, and the Cost of Debt
Oct 11, 2026
Part 2: The Circular Financing Loop
Oct 10, 2026
Part 1: The AI Infrastructure Capital Cycle
Apr 4, 2026
16 min read
And the Markets are Signaling That They Agree
+7
Nov 2, 2026
4 min read
Strong headline growth, weak market reactions, and an increasingly fragile AI investment cycle.
Contagion Risk
Oct 26, 2026
Multiple late cycle signs are appearing.
Inflation
Oct 19, 2026
Has this cycle's Countrywide Financial moment arrived?
