New Data Points to “Stagflation Summer”
Early in April, President Trump shocked the world with his “Liberation Day” announcement of sweeping reciprocal tariffs. Shortly afterwards, many ...
Moneyball Economics
Consumer Spending CRUNCH Incoming
President Trump’s transformative new agenda has thrown a serious curveball at markets, investors and the economy at large. So far, ...
What it Means to be Bloomberg Terminal’s #1 on Payrolls
We’re now just a week away from the U.S. Federal Reserve’s June meeting, and it’s become abundantly clear that Powell ...
Today’s Surging Payrolls … Tomorrow’s Stagflation?
This month’s payroll data is in, it’s red-hot, and it’s driving markets higher. This is great news for investors in ...
Beware the “Goldilocks Zone” Economy
Right now, the economy seems like it’s in a “Goldilocks Zone.” The job market is healthy, inflation is down to ...
Japan: Instagram Gold … Equity Poison?
I spent four-and-a-half very impressionable years of my youth living in Japan. Not just as a tourist either … I ...
In the Eye of an Economic Hurricane
Since Trump’s inauguration, I’ve remained cautiously optimistic about his handling of the economy and the impact he’d have on investments. ...
“Eat the Tariffs:” Trump’s Not-So-Subtle Message to China
The latest volley in Trump’s ongoing trade war has come from none other than mega-retailer Walmart — who’s now warning ...
June Rate Cuts Are a Lock (Here’s Why)
For several months now, I’ve been predicting that the U.S. Federal Reserve would start cutting rates in June — unleashing ...
Trump’s Pharma Shock — The “Free Ride” is OVER
Donald Trump shocked the world (once again) this morning, signing a new executive order that would give pharmaceutical companies 30 ...
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