Markets with Jack

AI Agents and US Treasuries: The Golden Path, Part 1

The US Treasury needs buyers for its debt. AI agents and an agent-to-agent commerce explosion are the best path forward for everyone - and that path…

Oct 18

2

2

Monthly Market Compass: October 2026

Rates up, Treasuries down, China still buying gold. The K-shaped economy continues. AI has to work, even as tech and the administration collide.

Oct 1

1

September 2026

Monthly Market Compass: September 2026

The Treasury starts buying bonds. Debasement rolls on. AI and tech is this generation’s biggest question.

Sep 3

6

August 2026

Monthly Market Compass: August 2026

US debt levels continue to push higher with no off-ramp in sight. Meanwhile the world's central banks buy gold, even as interest in the yellow metal…

Aug 6

July 2026

Monthly Market Compass: July 2026

The new Fed Chair has tamed the the front end of the curve - for now. Tension between Gold and AI chipmakers. Long term is still anyone's guess as the…

Jul 14

1

June 2026

Monthly Market Compass: June 2026

Warsh in. Berkshire cash up. Dollar down? How close are we to an equity selloff if AI keeps delivering earnings?

Jun 4

May 2026

Monthly Market Compass: May 2026

Global rates are spiking, with US Treasuries getting turbulent. The AI boom is funding itself with debt. The rest of the economy is deteriorating…

May 7

1

April 2026

Monthly Market Compass: April 2026

Iran as the macro fulcrum - repricing oil and inflation expectations along the way. Fed stuck in neutral as AI continues to destroy entire sub sector…

Apr 2

March 2026

How to Think About Anthropic, the Pentagon, and AI

AI planned two US military operations in ten weeks. Then the Pentagon swapped the AI engine mid-war. Here's what that means.

Mar 10

4

Monthly Market Compass: March 2026

Iran War in focus - Hormuz remains closed as oil field shutdowns begin. The 25-day storage wall is real - but the market pain is asymmetrically…

Mar 5

1

3

February 2026

Monthly Market Compass: February 2026

Software in a Selloff! Gold and Silver epically gyrating! USD breaks its 14-year trend in the DXY. And Kevin Warsh likely to be the next Fed Chair, but…

Feb 5

3

8

January 2026

Monthly Market Compass: January 2026

Trump admin targets the Fed as AI-driven productivity surges. With $8 trillion to refinance and potential Fed changes ahead, will 2026 deliver a…

Jan 19

2