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Inflation • 3 min read Stagflation’s Absence, Trump’s Deal-Making, Government’s Higher Debt The stock market didn't do much today. Neither did the bond market. But the price of a barrel…
NFIB • 2 min read Betting On Bullish Hard Data, Not Bearish Soft Data The “soft” economic data releases have been weak, while the “hard” data have been strong in recent months. The former…
China • 3 min read Inflationary Expectations Decline In US As China Deflates In the hilarious comedy movie "What About Bob," Bill Murray, who plays Bob, tells his shrink "that…