The Bottom Line · August 2, 2026
Est. 2026
Read the economy the way it actually moves.
Weekly blogs on markets, monetary policy, and the fiscal decisions that shape your financial life, written without the jargon.
By Ayaan Jindal · Mondays · 0 blogs · 0 topics
Latest Economic Indicators
CPI, Year-over-Year
3.5%
Fed Funds Rate
3.50–3.75%
10Y Treasury Yield
4.68%
Unemployment
4.2%
The Latest
July 27, 2026
July 27, 2026
AI Capex Is Splitting the Market in Two
Tesla and Alphabet both beat revenue expectations on July 22, then got hammered anyway, erasing hundreds of billions of dollars in combined market value in a single day. The spending, and the pressure it placed on profitability and cash flow, overshadowed the revenue growth. Meanwhile, a company that just sells power equipment to data centers had one of the strongest quarters in its history.
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The Author
Writing that
cuts through.
These blogs exist because most economic commentary is either too technical to be useful or too vague to be honest.
Read about meGuiding Principle
“One of the great mistakes is to judge policies and programs by their intentions rather than their results.”
— Milton Friedman
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