Friday closed the week Kevin Warsh took the Fed on a 54-45 Senate vote, the S&P 500 broke above 7,500 for the first time on the Cisco AI-supercycle catalyst, headline CPI ran at 3.8% and PPI…

The post USA & Canada Intelligence Brief — May 15, 2026 appeared first on The Rio Times.

Key Facts —The thesis: JPMorgan Private Bank’s 2026 Latin America outlook, authored by Head of Investment Strategy Nur Cristiani and titled “Between Promise and Pressure, the Answer is Optionality,” positions the region as a portfolio hedge against US technology concentration risk rather than a directional growth bet. —The growth map: JPMorgan projects 2026 regional GDP […]

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Tuesday was the day Washington’s calendar overtook North America’s news flow. The April CPI print landed at 08:30 ET with headline inflation at 3.8% year-on-year — the highest annual reading since May 2023 and one tenth above the 3.7% consensus.S&P 500 futures fell 0.4%, Nasdaq 100 futures dropped nearly 1%, and crude oil jumped 3% […]

The post USA & Canada Intelligence Brief for Tuesday, May 12, 2026 appeared first on The Rio Times.

The Rio Times — USA & Canada Pulse Issue Nº 18 · ~3,800 words · 14 minute read US nonfarm payrolls rose 115,000 in April against a 65,000 consensus while unemployment held at 4.3 percent, but the BLS revised February down a further 23,000 to minus 156,000 and trimmed the three-month average to 48,000 jobs […]

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The Rio Times — USA & Canada Pulse Issue Nº 14 · ~3,400 words · 12 minute read The Section 122 trade-deficit tariffs that the Trump administration imposed after the February 20 Supreme Court ruling against IEEPA expire on July 24, 2026 — 80 days from today — at which point Congress must vote to […]

The post USA & Canada Intelligence Brief for Tuesday, May 5, 2026 appeared first on The Rio Times.

The Rio Times — USA & Canada Pulse Covering: Project Freedom Hormuz Operation · 15,000 Service Members · Iran Frigate Strike Claim · UAE Fujairah · S Korea Cargo · Brent $110 · Gas $4.46 · Touska 22 Sailors · War Powers 60-Day · Trump “Terminated” Letter · Collins-Curtis-Tillis-Murkowski-Hawley · S&P 7,230.12 ATH · Nasdaq […]

The post USA & Canada Intelligence Brief for Monday, May 4, 2026 appeared first on The Rio Times.

Key Points — The World Bank’s Commodity Markets Outlook published Tuesday April 28 forecasts global energy prices to surge 24 percent in 2026 — the largest spike since Russia’s 2022 invasion of Ukraine. The World Bank commodity shock outlook projects overall commodity prices rising 16 percent in 2026 driven by the Iran war’s disruption of […]

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The Rio Times — USA & Canada Pulse Covering: Fed · Warsh · Powell · DOJ · Tillis · Mag 7 · Apple · Meta · Amazon · WHCD Shooting · Regime Change · Rate Cuts · Canada · Carney What Matters Today 1 DOJ Drops Powell Criminal Investigation — Pirro Closes Probe Friday — […]

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