Block2Learn
Block2Learn
Weekly claims fell to 206,000, yet continuing claims rose and payroll growth remains weak. The split exposes a “no-hire, no-fire” labor market in which job security looks stable while mobility, wage power and the case for Federal Reserve easing remain far less certain.
Treasury buybacks are reshaping long yields, the dollar and global capital flows without becoming quantitative easing. Here is how the policy boundary with the Federal Reserve is changing markets.
The July FOMC minutes arrive after a 9–3 hold and amid a long-bond selloff. The decisive signal is whether policy-rate expectations or the term premium controls financing conditions.
A synchronized global bond selloff is rebuilding the term premium across the U.S., Japan and Europe. Fiscal supply, inflation uncertainty and shrinking central-bank demand are tightening financial conditions beyond the policy rate.
China's property slump is deepening, yet trade and producer prices are rising. This Research report maps the two-speed global price shock.
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The 30-year Treasury auction yield reached 5.22%, its highest since 2001. The sale shows that demand for U.S. debt remains, but investors now require more compensation for fiscal supply, inflation uncertainty and competition for long-term capital.
U.S. retail sales fell more sharply than expected in July, but Prime Day timing and lower gasoline receipts distorted the headline. The control-group decline, weaker confidence and restrictive credit conditions still point to a genuine consumer slowdown rather than an outright collapse.
U.S. banks look resilient in aggregate, but $875 billion of 2026 commercial real estate maturities could still tighten credit. This report maps office values, regional-bank concentration, refinancing risk and the 2026–2028 scenarios.
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U.S. debt, Treasury absorption and rising interest costs are converging with a thinner reserve buffer. This B2L Research report maps the regimes that could pressure—or support—Bitcoin through 2036.
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Canary Capital has officially submitted an exchange-traded fund (ETF) application for Sui (SUI), signaling growing institutional interest in the layer-1 blockchain. The filing follows recent developments in the decentralized finance (DeFi) space, with…
