Ed Dowd | Edward Dowd

🚨China Acute Economic Crisis in motion: “Since Q4 2025 the Construction Sector output started to decline, which accelerated in Q1 of 2026 to a yearly rate of close to -8%.” While the slowdown in construction output value is intimately related to the slowdown in the real estate sector, the latest datapoints are a sign that the contagion effects have reached the rest of the economy and likely the acute phase of the crisis is starting. https://phinancetechnologies.com/content/2026_5_26_Post-24%20-%20China's%20economic%20crisis.pdf @EdDowd

Kuwait air defenses activated; U.S. carries out new strikes in Iran https://www.cnbc.com/2026/05/28/kuwait-air-defenses-activated-us-carries-out-new-strikes-in-iran.html @EdDowd

@TulsiGabbard resigning as Trump's intelligence chief https://www.cnbc.com/2026/05/22/tulsi-gabbard-resigns-intelligence-trump-husband.html @EdDowd

OpenAI to confidentially file for IPO as soon as Friday: https://www.cnbc.com/2026/05/20/openai-ipo-filing.html @EdDowd

IYKYK “Despite strong AI-driven demand, some executives warn of emerging risks, including ‘double booking’ of capacity. If AI-related capital spending slows, the industry could face a new wave of inventory correction.” https://www.digitimes.com/news/a20260506PD233/semiconductor-industry-ai-demand-2026.html @EdDowd

Trump says Makary is out as FDA commissioner, following backlash https://www.cnbc.com/2026/05/12/trump-fda-commissioner-marty-makary-out.html @EdDowd

It’s like the finger pointing spider man meme. U.S. and Iran trade fire in Strait of Hormuz; each claims other shot first https://www.cnbc.com/2026/05/07/iran-war-hormuz-strait-ceasefire-trump.html @EdDowd

AI Hyperscaler down on guidance: CoreWeave stock sinks 10% on weak revenue guidance, increased spending forecast https://www.cnbc.com/2026/05/07/coreweave-crwv-q1-earnings-report-2026.html @EdDowd

Trump pauses U.S. bid to guide ships out of Strait of Hormuz, cites Iran deal progress https://www.cnbc.com/2026/05/05/trump-iran-deal-project-freedom-hormuz-strait.html @EdDowd

Powell says he will continue to serve as a Fed governor https://www.cnbc.com/2026/04/29/jerome-powell-says-he-will-continue-to-serve-as-a-fed-governor-even-after-chairmanship-ends-.html @EdDowd

Bank of Japan keeps policy rate steady while raising inflation forecast on Iran war worries https://www.cnbc.com/2026/04/28/bank-of-japan-keeps-policy-rate-steady-cpi-iran-war-gdp.html @EdDowd

EXCLUSIVE: Gavin Newsom has granted nearly $1 billion to left-wing NGOs that have helped illegal aliens cross the border, organized anti-ICE street protests, and brought in undocumented migrants "living with HIV." The invasion was totally subsidized. https://www.city-journal.org/article/california-gavin-newsom-illegal-immigrants-ice @EdDowd

Trump says war in Iran is going 'swimmingly' and 'should be ending pretty soon' https://www.cnbc.com/2026/04/16/trump-iran-war-predicts-end-soon.html @EdDowd

Rep. Eric Swalwell resigns from U.S. House after sexual misconduct allegations https://www.cnbc.com/2026/04/13/eric-swalwell-resigns-congress.html @EdDowd

President Trump Faces Renewed Backlash As Trump-Linked Tokens Crash https://www.zerohedge.com/crypto/president-trump-faces-renewed-backlash-trump-linked-tokens-crash @EdDowd

🚨Atlanta Fed GDP Now forecast for Q1 has gone from 3% to 1.3% since initial 2/20 forecast. https://www.atlantafed.org/research-and-data/data/gdpnow @EdDowd

Until demand destruction offsets price shock no cuts until Fall “Many participants judged that, in time, it would likely become appropriate to lower the target range for the federal funds rate if inflation were to decline in line with their expectations,” https://www.cnbc.com/2026/04/08/fed-officials-still-foresee-rate-cut-this-year-despite-war-impacts-minutes-show.html @EdDowd

The new revelation significantly raises the likelihood that Baric is the creator of SARS-CoV-2, the virus that caused the Covid-19 pandemic. ~Jim Haslam & Jeffrey Sachs Did Ralph Baric at UNC Create SARS-CoV-2? https://brownstone.org/articles/did-ralph-baric-at-unc-create-sars-cov-2/ @EdDowd

I can’t tell you how excited I am that we are on the opposite side of BlackRock in this trade! “✅BlackRock turns underweight on long-term Treasuries, citing higher borrowing ✅Optimism remains for AI-driven U.S. equities, despite uneven benefits” December 2025 https://www.reuters.com/business/blackrock-turns-bearish-long-term-treasuries-ai-funding-wave-looms-2025-12-02/ @EdDowd