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This week · 38 voices
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This week · 38 of the 74 voices we track · 91 mentions

Oct 8 → Oct 15, 05:30 ET · Last update Oct 10, 21:10 ET (for the window to Oct 10, 05:30)

Earlier: September 2026 · August 2026 · July 2026

Sceptical

Coverage focused on U.S. economic resilience and mounting financial, geopolitical and energy risks. Views diverged sharply on Treasury yields: some analysts saw a normal-cycle rise likely to reverse, while others warned of debt, dollar and credit feedback loops 32339. The U.S. was also portrayed as strategically exposed by the Iran conflict and as facing domestic strain, although consumer spending and agricultural supply remain areas of relative strength 18302.

From the window to Oct 10, 05:30 ET — this window's take is still to be written.

Where the voices land

All voices 6 voices

4 worsening1 stable1 improving

Sharply worsening

  • PBPeter BerezinSharply worsening Expects a weaker US economy when the AI boom ends, with a larger shock and a more muted policy response. “the size of the shock could be larger and the policy response more muted. That's a recipe for a weaker economy.” ▶ 0:00 No Relief Until 2027—Then Stocks Face Reset | Pe… · 13 Oct
  • MMMike McGloneSharply worsening Expects an almost guaranteed recession in the U.S. driven by the stock market going down. “that's the stock market going down which means an almost guaranteed recession” ▶ 34:49 ‘Very Similar To 1987': Here's What Bonds Break … · 8 Oct
  • LGLuke GromenSharply worsening Expects the U.S. cannot muddle through like Japan and faces a debt spiral, with a dollar-up, rates-up, economy-down vicious cycle. “You will get a dollar up, rates up, stocks down, housing down, US economy down, vicious cycle” ▶ 18:53 Does the Administration believe they can inflate… · 8 Oct

Worsening

  • RBRaphael BulascoschiWorsening Expects the U.S. corn crop to be smaller in 26/27, with U.S. corn stocks set to tighten. “the smaller united states crop is a combination of area in youth like i was saying earlier weak prices shifted area towards soybeans” ▶ 2:20 Corn Supply Shock Leaves Europe Leaning on U.S. … · 9 Oct

Stable

  • MWMatt WarderStable Sees the US coal revenue outlook as steady state and pretty promising from here. “i think the us is actually pretty steady state uh from a revenue perspective” ▶ 44:19 The Coal Trader - Autumn Shoulder Support, Europ… · 9 Oct

Improving

  • JAJoe AldinaImproving Expects U.S. met coal exports to China to recover to around the 10 million ton level, which is bullish for U.S. producers. “I think we go back up to the 10 million ton level so that's uh that's fairly significant” ▶ 9:23 The Coal Trader - Autumn Shoulder Support, Europ… · 9 Oct

4 worsening1 stable1 improving

Also asked

Risk 1 voice← rising · easing →

1 rising

High risk

  • FCFiona CincottaHigh risk Sees warning signs emerging: rising longer-dated Treasury yields and elevated borrowing costs could pressure households and businesses and increase credit risks for banks. ▶ 1:26 JPMorgan Earnings Miss Yet Equity Trading Hits a… · 13 Oct

Mentions

91 this week
Wed 7Mon 12 · 28Thu 15

Stories it travels in

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The stories

  • ○ a voice, on the left
  • ◌ a voice raising half of these
  • ● a subject, on the right, under its story
  • ⌒ a line is a voice raising a subject — thicker, more items; colour is the story

The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.

Who brings it up

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