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He Said, Xi Said
President Donald Trump said today that he had a "very good talk" with China's President Xi…
Employment
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Mixed Bag
The 10-year US Treasury bond yield fell to 4.36% today on a batch of weaker-than-expected economic indicators. Bond investors…
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Mixed Signals
So is the economy slowing or speeding up? Yes, it is doing both according to today's batch of…
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ECONOMIC WEEK AHEAD: June 2 - 6
There's no question that President Donald Trump is stress testing the resilience of the economy with what we&…
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ECONOMIC WEEK AHEAD: May 27 - 30
The week ahead is starting with another tariff whiplash. On April 2, President Donald Trump imposed hefty reciprocal tariffs on…
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The Elephants In The Room
The elephant is as good a metaphor as there is for the US government bond market. Its scale, power, memory,…
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ECONOMIC WEEK AHEAD: May 19–23
The week ahead is light on economic indicators. Fed officials undoubtedly will make some headlines. They are likely to reiterate…
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Not Much Stagflation Today
Earlier this year, US Treasury Secretary Scott Bessent said that he and President Donald Trump were focusing on the 10-year…
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ECONOMIC WEEK AHEAD: April 28–May 2
The week ahead is jampacked with economic updates. The headliners will be Q1's GDP and March's…
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LIBERATION WEEK: March 31-April 4
Trump's Reign of Tariffs will likely dominate the economic week ahead. The big event will occur on April…
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Layoffs Rising According To Challenger Report. Is That Alarming?
We raised the odds of a recession on March 4 from 20% to 35%. Today's Challenger Report showed…
