U.S.
September 2026Live view →
Sceptical
Discussion centred on a U.S.–China relationship described variously as fragile, adversarial and economically interdependent. Jeff Snider characterised it as an emerging Cold War with little substantive summit progress 9, while Ryan Hass described Beijing’s approach as conflict avoidance and small gains to preserve fragile stability 36. U.S. energy policy, especially a possible diesel-export ban, was portrayed as creating domestic and international risks 1621, while views on the U.S. economy and dollar credibility were sharply divided 172430.
Where the voices land
All voices 16 voices10 worsening6 improving
Sharply worsening
- CVChris VermeulenSharply worsening Dramatically higher yields would be life-changing and economically damaging for the United States. “These would be totally. life changing and economic changing for the United States and all of that stuff.” ▶ 3:20 ‘Panic Selling’ Today: Yields To 8%, Gold To $3,… · 28 Sept
- JSJeff SniderSharply worsening The US economy was fragile to begin with and an energy shock risks tipping it into recession. “the big risk therefore is the the traditional energy shock classic recession case” ▶ 3:44 Rare Recession Indicator Is ‘Screaming’—No One’s… · 26 Sept
Worsening
- ZHZeke HausfatherWorsening The U.S. has reduced its emissions by 20 percent. “the U.S. has reduced its emissions by 20 percent” ▶ 34:52 Climate Uncertainty: The Coolest Year for the Re… · 30 Sept
- MEMichael EveryWorsening The US has far fewer resources than it thinks and has slipped badly relative to China. “the US already had far fewer resources than it liked to think it did. It didn't realize how out of shape it was” ▶ 30:16 MacroVoices #551 Michael Every: Decoding The Glo… · 25 Sept
- ETErik TownsendWorsening Someone is trying to disarm the United States by tricking it into using up its weapons and resources. “somebody's trying to disarm the United States of America by tricking them into using up all their weapons and resources” ▶ 27:59 MacroVoices #551 Michael Every: Decoding The Glo… · 25 Sept
- PSPeter SchiffWorsening Schiff says the U.S. economy is particularly vulnerable to high rates given its debt and import dependence. “our economy is particularly vulnerable to high rates, given the enormity of the debt that we have” ▶ 23:50 PETER SCHIFF | The Federal Reserve is going to h… · 25 Sept
- JWJoseph WangWorsening Wang expects the U.S. rate environment to worsen, with markets pricing ever steeper hiking cycles until the war ends. “In the U.S. the market priced in another 25bps hike this past week. It will get worse until the war ends.” Open the post The increase in rates is global, because it is d… · 24 Sept
- TOTed OakleyWorsening Oakley says the economy is a one-trick pony propped up by AI, and that buildup will pass in time. ▶ 11:12 Ready For A Bear Market? Most Investors Aren't |… · 24 Sept
- GBGary BohmWorsening Foreign accounts already pulling back have even less reason to return to the U.S., worsening its position. “foreign accounts that were already pulling back have even less reason to return to the U.S. bond market.” Open the post Locked spending means bond issuance cannot slow … · 21 Sept
- CACarly AndersonWorsening The U.S. lacks an alternative to Russian conversion supply and faces a decade-long timeline to bring new reactors online. “There is currently not an alternative, and multiple companies are running to fill that gap.” ▶ 16:27 MacroVoices #548 Dr. Carly Anderson: Emerging En… · 3 Sept
Improving
- DODoombergImproving Doomberg says stocks will explode higher in a Weimar-style inflationary scenario. “We're going to see what we saw in Weimar. Stocks are going to explode higher.” ▶ 13:31 DOOMBERG | All roads lead to the printer! · 27 Sept
- MCMike CastleImproving Improving relations between the world's two largest economies is a net positive for the US outlook. “These are the world's. two largest economies. It's a net positive to see those relations improving.” ▶ 4:57 China Ag Purchases Get Pandas Not Paperwork for … · 25 Sept
- JSJames StanleyImproving U.S. rates are higher and heading higher, which normally drains capital from non-yielding assets. “we have higher u.s rates from the federal reserve” ▶ 0:03 Bitcoin Keeps Rallying on Bad News While Gold Ge… · 25 Sept
- DLDaniel LacalleImproving The data undermine the recession narrative, so the U.S. economy is not deteriorating into recession. “Today’s U.S. data undermine the “recession” narrative and shows there is no overheating” Open the post Today’s U.S. data undermine the “recession” narr… · 10 Sept
Sharply improving
- KMKeith McCulloughSharply improving He sees US GDP growth of 3.5-4% this quarter, one of the best sequential quarters since the pandemic. “U.S. GDP is going to three and a half, four percent this quarter” ▶ 20:59 2027 Market Bloodbath: Worse Than 2022's Bear Ma… · 24 Sept
- ALArthur LafferSharply improving Laffer says the U.S. economy is very strong and not damaged by higher oil prices. “We are in a very, very strong economy here in the U.S., but the U.S. is not damaged by oil prices being higher.” ▶ 0:00 Art Laffer On Bond Market MELTDOWN: How Bad Coul… · 24 Sept
Debt, rates and credit 5 voices4 worsening1 improving
Sharply worsening
- CVChris VermeulenSharply worsening Dramatically higher yields would be life-changing and economically damaging for the United States. “These would be totally. life changing and economic changing for the United States and all of that stuff.” ▶ 3:20 ‘Panic Selling’ Today: Yields To 8%, Gold To $3,… · 28 Sept
Worsening
- PSPeter SchiffWorsening Schiff says the U.S. economy is particularly vulnerable to high rates given its debt and import dependence. “our economy is particularly vulnerable to high rates, given the enormity of the debt that we have” ▶ 23:50 PETER SCHIFF | The Federal Reserve is going to h… · 25 Sept
- JWJoseph WangWorsening Wang expects the U.S. rate environment to worsen, with markets pricing ever steeper hiking cycles until the war ends. “In the U.S. the market priced in another 25bps hike this past week. It will get worse until the war ends.” Open the post The increase in rates is global, because it is d… · 24 Sept
- GBGary BohmWorsening Foreign accounts already pulling back have even less reason to return to the U.S., worsening its position. “foreign accounts that were already pulling back have even less reason to return to the U.S. bond market.” Open the post Locked spending means bond issuance cannot slow … · 21 Sept
Improving
- JSJames StanleyImproving U.S. rates are higher and heading higher, which normally drains capital from non-yielding assets. “we have higher u.s rates from the federal reserve” ▶ 0:03 Bitcoin Keeps Rallying on Bad News While Gold Ge… · 25 Sept
Growth and recession 5 voices2 worsening3 improving
Sharply worsening
- JSJeff SniderSharply worsening The US economy was fragile to begin with and an energy shock risks tipping it into recession. “the big risk therefore is the the traditional energy shock classic recession case” ▶ 3:44 Rare Recession Indicator Is ‘Screaming’—No One’s… · 26 Sept
Worsening
- TOTed OakleyWorsening Oakley says the economy is a one-trick pony propped up by AI, and that buildup will pass in time. ▶ 11:12 Ready For A Bear Market? Most Investors Aren't |… · 24 Sept
Improving
- DLDaniel LacalleImproving The data undermine the recession narrative, so the U.S. economy is not deteriorating into recession. “Today’s U.S. data undermine the “recession” narrative and shows there is no overheating” Open the post Today’s U.S. data undermine the “recession” narr… · 10 Sept
Sharply improving
- KMKeith McCulloughSharply improving He sees US GDP growth of 3.5-4% this quarter, one of the best sequential quarters since the pandemic. “U.S. GDP is going to three and a half, four percent this quarter” ▶ 20:59 2027 Market Bloodbath: Worse Than 2022's Bear Ma… · 24 Sept
- ALArthur LafferSharply improving Laffer says the U.S. economy is very strong and not damaged by higher oil prices. “We are in a very, very strong economy here in the U.S., but the U.S. is not damaged by oil prices being higher.” ▶ 0:00 Art Laffer On Bond Market MELTDOWN: How Bad Coul… · 24 Sept
Geopolitics and resources 3 voices2 worsening1 improving
Worsening
- MEMichael EveryWorsening The US has far fewer resources than it thinks and has slipped badly relative to China. “the US already had far fewer resources than it liked to think it did. It didn't realize how out of shape it was” ▶ 30:16 MacroVoices #551 Michael Every: Decoding The Glo… · 25 Sept
- ETErik TownsendWorsening Someone is trying to disarm the United States by tricking it into using up its weapons and resources. “somebody's trying to disarm the United States of America by tricking them into using up all their weapons and resources” ▶ 27:59 MacroVoices #551 Michael Every: Decoding The Glo… · 25 Sept
Improving
- MCMike CastleImproving Improving relations between the world's two largest economies is a net positive for the US outlook. “These are the world's. two largest economies. It's a net positive to see those relations improving.” ▶ 4:57 China Ag Purchases Get Pandas Not Paperwork for … · 25 Sept
10 worsening6 improving
Also asked
Policy 3 voices← against · for →1 against2 for
Against
- JKJohn KempAgainst Kemp argues the government is unlikely to enforce a total diesel export ban, or keep it long, because of the risk of gasoline shortages, preferring quotas or voluntary limits. “the government is unlikely to enforce a total ban or maintain it for very long” Open the post U.S. diesel export controls would threaten domes… · 28 Sept
For
- DODoombergFor Doomberg argues the U.S. should retreat to the Western hemisphere, develop its own rare earths, and avoid another Middle East forever war. “the counter move is to develop your own to have not gone to war with Iran to retreat to the Western hemisphere” ▶ 51:49 DOOMBERG | All roads lead to the printer! · 27 Sept
- MEMichael EveryFor It is logical for the US to use economic statecraft and the Defense Production Act to control energy as a national security asset. “the US can use economic statecraft like the Defense Production Act to tell refineries what to do” ▶ 25:20 MacroVoices #551 Michael Every: Decoding The Glo… · 24 Sept
Risk 1 voice← rising · easing →1 rising
Mentions
426 in September 2026Mon 31Tue 22 · 34Thu 1
Stories it travels in
i
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
- Walter Bloomberg 187 mentions
- Anas Alhajji 48 mentions
- John Kemp 25 mentions
- Daniel Lacalle 16 mentions
- Michael Every 14 mentions
- Josh Linville 12 mentions
- Gary Bohm 10 mentions
- Tracy Shuchart (𝒞𝒽𝒾 ) 10 mentions
See what your own voices say about U.S., every morning.
Start a desk