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The Economy Tracker

Your guide to navigating the economy and markets.

Written by

Nick Tomas

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Featured Posts

Tariffs

Sep 13, 2026

•

8 min read

Here's the Deal - Sept 13, 2026

The Fed's Impossible Position

Nick Tomas

Investing

Apr 29, 2026

•

7 min read

The GOAT's Last Stand

Why Powell won't cut today, why Warsh seems to be a downgrade, and where the smart money is going next.

Nick Tomas

Tariffs

Apr 20, 2026

•

5 min read

Markets Rip, Inflation Reaccelerates, and Banks Quietly Brace for What's Next

April 20, 2026

Nick Tomas

Investing

The Recession Phase Has Officially Arrived

Apr 4, 2026

•

16 min read

The Recession Phase Has Officially Arrived

And the Markets are Signaling That They Agree

Nick Tomas

Tariffs

Jan 4, 2026

•

16 min read

Reviewing the 2025 Forecast

The Economy Tracker continues to shine.

Nick Tomas

Investing

Nov 12, 2025

•

9 min read

Understanding Secular Markets

The Lesson I Learned the Hard Way

Nick Tomas

Economic Slowdown

Oct 15, 2025

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10 min read

Cracks in the Credit Cycle

What the Tricolor and First Brands Bankruptcies Reveal About the Next Phase of the Economy

Nick Tomas

Economy

Sep 9, 2025

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14 min read

Two Centuries of Data, One Clear Lesson

Revisions don’t mean manipulation. They mean progress.

Nick Tomas

The Financial Fault Lines Beneath the AI Boom

Part 5: The Contagion Map - From Project Delays to Contagion

Nick Tomas

Data Centers

The Financial Fault Lines Beneath the AI Boom

Oct 13, 2026

•

9 min read

The Financial Fault Lines Beneath the AI Boom

Part 4: Private Credit, PE, and Insurance - The Shadow Banking Risk

Nick Tomas

Data Centers

Oct 12, 2026

•

8 min read

The Financial Fault Lines Beneath the AI Boom

Part 3: The AI Buildout’s Triple Constraint: Power, Capital, and the Cost of Debt

Nick Tomas

Data Centers

Oct 11, 2026

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6 min read

The Financial Fault Lines Beneath the AI Boom

Part 2: The Circular Financing Loop

Nick Tomas

Data Centers

Oct 10, 2026

•

6 min read

The Financial Fault Lines Beneath the AI Boom

Part 1: The AI Infrastructure Capital Cycle

Nick Tomas

Investing

Sep 16, 2026

•

5 min read

The Fed Hikes 25bps

Now Watch 7,500 on the S&P 500

Nick Tomas

Tariffs

Sep 13, 2026

•

8 min read

Here's the Deal - Sept 13, 2026

The Fed's Impossible Position

Nick Tomas

Investing

Apr 29, 2026

•

7 min read

The GOAT's Last Stand

Why Powell won't cut today, why Warsh seems to be a downgrade, and where the smart money is going next.

Nick Tomas

Tariffs

Apr 20, 2026

•

5 min read

Markets Rip, Inflation Reaccelerates, and Banks Quietly Brace for What's Next

April 20, 2026

Nick Tomas

Featured Posts

Here's the Deal - Sept 13, 2026

The GOAT's Last Stand

Markets Rip, Inflation Reaccelerates, and Banks Quietly Brace for What's Next

The Recession Phase Has Officially Arrived

Reviewing the 2025 Forecast

Understanding Secular Markets

Cracks in the Credit Cycle

Two Centuries of Data, One Clear Lesson

Archive

The Financial Fault Lines Beneath the AI Boom

The Financial Fault Lines Beneath the AI Boom

The Financial Fault Lines Beneath the AI Boom

The Financial Fault Lines Beneath the AI Boom

The Financial Fault Lines Beneath the AI Boom

The Fed Hikes 25bps

Here's the Deal - Sept 13, 2026

The GOAT's Last Stand

Markets Rip, Inflation Reaccelerates, and Banks Quietly Brace for What's Next

The Economy Tracker