The Economy Tracker
Your guide to navigating the economy and markets.
Written by
Nick Tomas
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Inflation
+7
Oct 19, 2026
•
9 min read
Has this cycle's Countrywide Financial moment arrived?
Data Centers
+6
Oct 14, 2026
8 min read
Part 5: The Contagion Map - From Project Delays to Contagion
+5
Oct 13, 2026
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
6 min read
Part 2: The Circular Financing Loop
Oct 10, 2026
Part 1: The AI Infrastructure Capital Cycle
Investing
Apr 4, 2026
16 min read
And the Markets are Signaling That They Agree
Contagion Risk
Oct 26, 2026
4 min read
Multiple late cycle signs are a.
+8
Sep 16, 2026
5 min read
Now Watch 7,500 on the S&P 500
Tariffs
+9
Sep 13, 2026
The Fed's Impossible Position
