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From Trade Wars To Trade Deals
President Donald Trump will need to declare victories in his trade wars with multiple countries around the world sooner rather…
Productivity
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ECONOMIC WEEK AHEAD: May 5–9
US employers are confounding the naysayers–and complicating the Federal Reserve's decision this week. It's no…
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A Bond Vigilante In Trump's Court
Trump 2.0 is borrowing a page from the Clinton administration's playbook, specifically the one in which Robert…
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Sticky Landing For Inflation?
Today's CPI report suggests that inflation may be getting stuck north of the Fed's 2.0%…
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The Economic Week Ahead: November 4 - 8
The blockbuster event in the week ahead is Tuesday's presidential election. We're rooting for gridlock, or…
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Lost Decade Ahead For Stocks With Only 3% Annual Returns?
We've been asked to comment on yesterday's grim forecast by economists at Goldman Sachs that the…
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The US Economy Is Roaring!
Last Thursday on September 26, the Bureau of Economic Analysis (BEA) released several very significant upward revisions to real GDP,…
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The Great Normalization
Oops: Bloomberg reported on Tuesday after the stock market closed, that the Department of Justice (DOJ) had sent Nvidia a…
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Don't Sweat Tomorrow's Payroll Revisions
Tomorrow, the Bureau of Labor Statistics (BLS) will release its Quarterly Census of Employment and Wages (QECW) for the 12…
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Risk On, Risk Off
Today was a good day for the diehard hard-landers and the "stag-disinflationists." They're probably high fiving…
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Will The Fed Join The Rate-Cutting Pack Of Central Banks?
US stocks rose to record highs on Wednesday. European stocks did the same today after the ECB lowered its official…
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The US Economy Remains Bullish
One day, there will be a recession. It just didn't happen in 2022 or 2023, as was widely…
