Eric Rory Oso Investment Analysis, LLC

08/18/2026

Fears over inflation and AI issuance drive long-term government borrowing costs to multi-decade highs

08/15/2026

The Two-Engine Economy: A full-spectrum nowcast of the United States economy, its global linkages, and the sector strategy that follows — synthesizing twenty-plus statistical releases through August 14, 2026.

Analysis Out Now!

The Two-Engine Economy By Eric Rory Oso, Market Researcher, Eric Rory Oso Investment Analysis, LLC The United States economy in mid-August 2026 is a machine running on two engines — the consumer and the artificial-intelligence capital-expenditure cycle — while nearly every other sector idles or ...

08/14/2026

The monthlong rally in gold prices has brought the precious metal to a decisive moment for chart watchers and the bulls waiting for a bigger breakout.

08/14/2026

The Producer Price Index minus food, energy, and trade services advanced 4.7% in July, compared with expectations of 4.6%, but was down from 5.1% in June.

08/14/2026

Investors need to be thankful for revisions. This morning’s July PPI report proved to be the catalyst that yesterday’s CPI was not. Stocks and bonds both reacted quite positively after the better-than-expected inflation figures. A quick glance at the headlines certainly showed another set of dis...

08/14/2026

This morning’s cooler-than-expected PPI is sending stocks to the nosebleeds and pushing yields south as the second tame inflation print in as many days is propelling animal spirits.

08/14/2026

Yields have jumped amid concerns over mounting public debt and persistently high inflation

08/13/2026

What happens when an anticipated market catalyst fails to catalyze? Apparently, not much. We had been mired in summer doldrums for the first two trading days of this week, partly because the bulk of earnings season is behind us, partly because of a lack of obvious near-term catalysts, and partly bec...

08/13/2026

A tame core CPI is extending yesterday’s fixed-income rally, which is once again overcoming higher energy prices resulting from an unclear timeframe for the US and Iran to reach a deal to open the Strait of Hormuz.

08/12/2026

Fallout from Iran war continues to reverberate across economy