Scored 228 articles from 86 feeds; 15 included in digest.
Run ID: run-1786563453964
Generated: August 12, 2026 at 03:52 PM ET
Summaries: claude-sonnet-4-6; enrichment 15/15 succeeded
| Source | Type | Included | Scored | 28d Digest Rate | 28d Avg Score | 28d Hotlist Hit | 7d Article Age | 28d Confidence |
|---|---|---|---|---|---|---|---|---|
| MyFT | news | 3 | 15 | 20% | 0.25 | 1% | 5.1h | Stable |
| Bloomberg Markets | news | 2 | 19 | 18% | 0.26 | 1% | 2.9h | Stable |
| NYT Economy | news | 2 | 6 | Collecting data | Collecting data | Collecting data | 3.3h | Collecting |
| WSJ Social Economy | news | 2 | 3 | 58% | 0.43 | 0% | 5.8h | Stable |
| Tom’s Hardware | news | 1 | 21 | 3% | 0.07 | 1% | 7.9h | Stable |
| Seeking Alpha News | commentary | 1 | 7 | 15% | 0.12 | 0% | 0.8h | Stable |
| FT Alphaville | news | 1 | 3 | ~12% | ~0.23 | ~0% | 2.8h | Low sample |
| Economist: Finance & Economics | news | 1 | 1 | Collecting data | Collecting data | Collecting data | 11.7h | Collecting |
| FRB All working papers | policy_release | 1 | 1 | Collecting data | Collecting data | Collecting data | 6.1h | Collecting |
| FRBNY Liberty Street | policy_release | 1 | 1 | Collecting data | Collecting data | Collecting data | 8.8h | Collecting |
| Guardian | news | 0 | 25 | 4% | 0.06 | 0% | 8.8h | Stable |
| Hacker News | commentary | 0 | 25 | 1% | 0.04 | 0% | 10.5h | Stable |
| WSJ US Business | news | 0 | 25 | 7% | 0.11 | 0% | 7.1h | Stable |
| ZD Net | news | 0 | 20 | 0% | 0.04 | 0% | 8.0h | Stable |
| NYT front page | news | 0 | 18 | 5% | 0.08 | 0% | 5.2h | Stable |
| Futurism | news | 0 | 8 | 6% | 0.09 | 0% | 11.2h | Stable |
| Ars Technical All News | news | 0 | 6 | 2% | 0.07 | 0% | 8.6h | Stable |
| WSJ Tech | news | 0 | 6 | 9% | 0.12 | 1% | 8.1h | Stable |
| The Atlantic | news | 0 | 4 | 2% | 0.06 | 0% | 8.8h | Stable |
| Daring Fireball | commentary | 0 | 3 | ~4% | ~0.06 | ~0% | 10.6h | Low sample |
| MIT Research General | research | 0 | 2 | Collecting data | Collecting data | Collecting data | 3.8h | Collecting |
| Ars Technica All Features | news | 0 | 1 | Collecting data | Collecting data | Collecting data | 8.8h | Collecting |
| BIG by Matt Stoller | commentary | 0 | 1 | Collecting data | Collecting data | Collecting data | 4.8h | Collecting |
| Economist: Asia | news | 0 | 1 | Collecting data | Collecting data | Collecting data | 10.1h | Collecting |
| Economist: Sci & Tech | news | 0 | 1 | Collecting data | Collecting data | Collecting data | 6.4h | Collecting |
| El Reg Offbeat | news | 0 | 1 | Collecting data | Collecting data | Collecting data | 9.0h | Collecting |
| Fintech Biz Weekly | news | 0 | 1 | Collecting data | Collecting data | Collecting data | 6.6h | Collecting |
| Next Event Horizon Substack | news | 0 | 1 | Collecting data | Collecting data | Collecting data | 8.8h | Collecting |
| Noahpinion | commentary | 0 | 1 | Collecting data | Collecting data | Collecting data | 11.0h | Collecting |
| a16z | other | 0 | 1 | Collecting data | Collecting data | Collecting data | 5.8h | Collecting |
Source: MyFT
Type: news
Included: 3
Scored: 15
28d Digest Rate: 20%
28d Avg Score: 0.25
28d Hotlist Hit: 1%
7d Article Age: 5.1h
28d Confidence: Stable
Source: Bloomberg Markets
Type: news
Included: 2
Scored: 19
28d Digest Rate: 18%
28d Avg Score: 0.26
28d Hotlist Hit: 1%
7d Article Age: 2.9h
28d Confidence: Stable
Source: NYT Economy
Type: news
Included: 2
Scored: 6
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 3.3h
28d Confidence: Collecting
Source: WSJ Social Economy
Type: news
Included: 2
Scored: 3
28d Digest Rate: 58%
28d Avg Score: 0.43
28d Hotlist Hit: 0%
7d Article Age: 5.8h
28d Confidence: Stable
Source: Tom’s Hardware
Type: news
Included: 1
Scored: 21
28d Digest Rate: 3%
28d Avg Score: 0.07
28d Hotlist Hit: 1%
7d Article Age: 7.9h
28d Confidence: Stable
Source: Seeking Alpha News
Type: commentary
Included: 1
Scored: 7
28d Digest Rate: 15%
28d Avg Score: 0.12
28d Hotlist Hit: 0%
7d Article Age: 0.8h
28d Confidence: Stable
Source: FT Alphaville
Type: news
Included: 1
Scored: 3
28d Digest Rate: ~12%
28d Avg Score: ~0.23
28d Hotlist Hit: ~0%
7d Article Age: 2.8h
28d Confidence: Low sample
Source: Economist: Finance & Economics
Type: news
Included: 1
Scored: 1
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 11.7h
28d Confidence: Collecting
Source: FRB All working papers
Type: policy_release
Included: 1
Scored: 1
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 6.1h
28d Confidence: Collecting
Source: FRBNY Liberty Street
Type: policy_release
Included: 1
Scored: 1
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 8.8h
28d Confidence: Collecting
Source: Guardian
Type: news
Included: 0
Scored: 25
28d Digest Rate: 4%
28d Avg Score: 0.06
28d Hotlist Hit: 0%
7d Article Age: 8.8h
28d Confidence: Stable
Source: Hacker News
Type: commentary
Included: 0
Scored: 25
28d Digest Rate: 1%
28d Avg Score: 0.04
28d Hotlist Hit: 0%
7d Article Age: 10.5h
28d Confidence: Stable
Source: WSJ US Business
Type: news
Included: 0
Scored: 25
28d Digest Rate: 7%
28d Avg Score: 0.11
28d Hotlist Hit: 0%
7d Article Age: 7.1h
28d Confidence: Stable
Source: ZD Net
Type: news
Included: 0
Scored: 20
28d Digest Rate: 0%
28d Avg Score: 0.04
28d Hotlist Hit: 0%
7d Article Age: 8.0h
28d Confidence: Stable
Source: NYT front page
Type: news
Included: 0
Scored: 18
28d Digest Rate: 5%
28d Avg Score: 0.08
28d Hotlist Hit: 0%
7d Article Age: 5.2h
28d Confidence: Stable
Source: Futurism
Type: news
Included: 0
Scored: 8
28d Digest Rate: 6%
28d Avg Score: 0.09
28d Hotlist Hit: 0%
7d Article Age: 11.2h
28d Confidence: Stable
Source: Ars Technical All News
Type: news
Included: 0
Scored: 6
28d Digest Rate: 2%
28d Avg Score: 0.07
28d Hotlist Hit: 0%
7d Article Age: 8.6h
28d Confidence: Stable
Source: WSJ Tech
Type: news
Included: 0
Scored: 6
28d Digest Rate: 9%
28d Avg Score: 0.12
28d Hotlist Hit: 1%
7d Article Age: 8.1h
28d Confidence: Stable
Source: The Atlantic
Type: news
Included: 0
Scored: 4
28d Digest Rate: 2%
28d Avg Score: 0.06
28d Hotlist Hit: 0%
7d Article Age: 8.8h
28d Confidence: Stable
Source: Daring Fireball
Type: commentary
Included: 0
Scored: 3
28d Digest Rate: ~4%
28d Avg Score: ~0.06
28d Hotlist Hit: ~0%
7d Article Age: 10.6h
28d Confidence: Low sample
Source: MIT Research General
Type: research
Included: 0
Scored: 2
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 3.8h
28d Confidence: Collecting
Source: Ars Technica All Features
Type: news
Included: 0
Scored: 1
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 8.8h
28d Confidence: Collecting
Source: BIG by Matt Stoller
Type: commentary
Included: 0
Scored: 1
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 4.8h
28d Confidence: Collecting
Source: Economist: Asia
Type: news
Included: 0
Scored: 1
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 10.1h
28d Confidence: Collecting
Source: Economist: Sci & Tech
Type: news
Included: 0
Scored: 1
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 6.4h
28d Confidence: Collecting
Source: El Reg Offbeat
Type: news
Included: 0
Scored: 1
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 9.0h
28d Confidence: Collecting
Source: Fintech Biz Weekly
Type: news
Included: 0
Scored: 1
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 6.6h
28d Confidence: Collecting
Source: Next Event Horizon Substack
Type: news
Included: 0
Scored: 1
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 8.8h
28d Confidence: Collecting
Source: Noahpinion
Type: commentary
Included: 0
Scored: 1
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 11.0h
28d Confidence: Collecting
Source: a16z
Type: other
Included: 0
Scored: 1
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 5.8h
28d Confidence: Collecting
This Federal Reserve Finance and Economics Discussion Series (FEDS) paper, authored by Ayelen Banegas and co-authors, synthesizes the academic and policy literature on vulnerabilities in government bond-backed repo markets. The paper examines how the same structural features that make these markets efficient—including short-term funding, dealer intermediation, collateral reuse, and low haircuts—can simultaneously create channels through which financial stress spreads rapidly. The authors document close linkages between repo and government bond markets and describe how repos facilitate leverage build-up and can propagate stress across funding, cash, and derivatives markets, particularly through dealers and nonbank financial intermediaries such as hedge funds, investment firms, and money market funds. The paper draws on evidence from recent stress episodes to illustrate how these vulnerabilities have materialized. It also reviews post-crisis regulatory reforms and central bank interventions, finding that while these measures have improved market resilience, they have also introduced trade-offs affecting liquidity and collateral availability. The paper was published in August 2026 and carries a DOI of 10.17016/FEDS.2026.057. The views expressed are those of the authors and do not represent official positions of the Federal Reserve Board.
Keywords: repo markets, government bonds, dealer intermediation, collateral reuse, leverage, liquidity provision, stress transmission, nonbank financial intermediaries, hedge funds, money market funds, haircuts, short-term funding, financial stability, regulatory reforms, central bank interventions, derivatives markets, market resilience
A decline in US inflation in July — with both headline and core inflation rates falling and energy prices registering another monthly drop — does not necessarily remove the possibility of a Federal Reserve interest rate increase in September, according to the article.
Keywords: Federal Reserve, inflation, interest rates, monetary policy, headline inflation, core inflation, energy prices, financial conditions, yield curve, asset valuations
U.S. inflation eased slightly in July, according to this New York Times report on CPI data. Energy prices fell after rising sharply in the spring, providing some relief, but other factors continued to push costs higher, keeping overall prices elevated. The article notes that the Federal Reserve is considering raising interest rates in response, and references an ongoing war as a contributing factor to the inflationary environment.
Keywords: inflation, Federal Reserve, interest rates, monetary policy, energy prices, financial conditions
Switzerland is advancing regulatory reforms in response to the collapse of Credit Suisse, with proposals that could grant the country's financial regulator greater powers to intervene at troubled banks and impose fines.
Keywords: Credit Suisse, Banking regulation, Financial supervisor, Bank intervention, Financial penalties, Systemic banking reform, Switzerland, Banking supervision, Troubled bank resolution
The article reports that the latest Consumer Price Index data provided some relief to Federal Reserve officials as they consider whether to raise interest rates. According to the piece, the inflation figures reinforced the inclination of many Fed officials to take a patient approach to rate increases, though the report did not fully settle the internal debate over the appropriate course of action.
Keywords: Federal Reserve, Consumer Price Index, inflation, interest rates, monetary policy, financial conditions, central bank
An article from The Economist's Finance & Economics section reports that Kevin Warsh, in his role at the Federal Reserve, is facing a difficult environment characterized by high inflation, weak jobs numbers, and presidential interference. According to the article, these challenges are connected to problems inherited from his predecessor.
Keywords: Federal Reserve Chair, Kevin Warsh, Monetary Policy, Inflation, Labor Market, Central Bank Independence, Presidential Interference, Fed Credibility, Financial Conditions
A $42 billion auction of 10-year US Treasury notes produced the highest yield on the benchmark securities since 2007, according to Bloomberg Markets. The auction drew what the article describes as decent investor appetite, reflecting demands for greater compensation to finance the US government.
Keywords: Treasury yields, Asset valuations, Risk premiums, Debt auction, Borrowing costs, Financial conditions, Yield curve, Government debt, 2007 financial crisis
In this Liberty Street Economics post, FRBNY economists Henry Dyer and Tomas Jankauskas examine how FOMC monetary policy surprises affect the term structure of equity risk premia and dividend growth expectations across a range of maturities. The analysis applies the Giglio, Kelly, and Kozak (2024) model—estimated using stock market and anomaly portfolio returns over 1973–2020—to the San Francisco Fed's monthly Monetary Policy Surprise dataset derived from Eurodollar futures price changes around FOMC announcements. The full-sample equity term structure is upward sloping, with risk premia starting slightly negative at short maturities and converging toward approximately 3.6 percent at fifteen years, while expected dividend growth rates remain relatively stable near 3 percent across maturities. Examining outcomes across positive (hawkish), negative (dovish), and neutral FOMC episodes, the authors find that both hawkish and dovish surprises are associated with a roughly 25-basis-point parallel upward shift in risk premia across all maturities—an effect characterized as economically modest and statistically insignificant, partly due to the typically small size of individual surprises. The symmetric response to both types of surprises is interpreted as consistent with a monetary policy information channel, whereby rate moves in either direction may signal adverse economic conditions. Dividend growth expectations respond asymmetrically: dovish surprises are associated with declines of more than 50 basis points at short maturities and around 20 basis points at longer maturities, consistent with large rate cuts signaling deteriorating growth prospects. Hawkish surprises show no comparable decline in growth expectations, which the authors suggest reflects conditions of strong demand or inflationary pressure that do not necessarily reduce nominal economic growth.
Keywords: Monetary policy, Fed interest rate surprises, Equity risk premium, Term structure, Dividend growth expectations, Financial markets, Asset valuations, Transmission mechanisms
The U.S. inflation rate eased to 3.4% in July, down from 3.5% in June, according to data released by the Labor Department on Wednesday.
Keywords: inflation rate, July CPI, monetary policy, price growth, economic data, Labor Department
July's Consumer Price Index came in line with expectations, according to the article. The report was neither weak enough to rule out a Federal Reserve interest rate increase at the next meeting nor strong enough to make one inevitable, leaving the near-term policy outlook unresolved.
Keywords: Federal Reserve, monetary policy, interest rates, inflation, consumer-price index, financial conditions, rate expectations
The U.S. federal deficit reached $432 billion in July, driven by a combination of shrinking receipts and rising expenses, according to Seeking Alpha News.
Keywords: U.S. federal deficit, Treasury receipts, Government spending, Fiscal policy, Treasury markets, Sovereign debt, Interest rates, Macroeconomic indicators
US inflation fell to 3.4% in July, according to this Financial Times report. The article notes that economic repercussions from the Iran war continue to reverberate across the economy, even as petrol prices have declined.
Keywords: US inflation, 3.4%, petrol prices, Federal Reserve policy, monetary policy, geopolitical risk, economic pricing, July 2024
Emerging-market currencies retreated from earlier gains on Wednesday after US inflation data came in tame but did not meaningfully alter market expectations that the Federal Reserve could raise interest rates at its next meeting, according to Bloomberg Markets.
Keywords: emerging market currencies, US inflation, Federal Reserve policy, interest rate expectations, CPI data, currency markets, monetary policy
An FT Alphaville article reports that non-bank mortgage lending is in trouble, with the piece centered on America's largest home lender.
Keywords: non-bank mortgage lenders, shadow banking, mortgage origination, credit intermediation, wholesale funding, household debt, financial system liquidity
According to research cited by Tom's Hardware, Chinese NAND manufacturer YMTC has entered the top three NAND flash makers for the first time, capturing a 14% market share. Samsung led the market at 25%, followed by SK Hynix at 22%, with Micron also among the top five vendors. The article also notes that AI servers accounted for 48% of all flash consumption.
Keywords: YMTC, NAND flash memory, semiconductor market share, Samsung, SK Hynix, Micron, AI servers