Stagflation Watch for the US Economy as a Whole
Upgrading a US recession watch for the US to a stagflation watch due to inflation even as ISM indexes signal current contraction
Read more...Upgrading a US recession watch for the US to a stagflation watch due to inflation even as ISM indexes signal current contraction
Read more...As Trump’s new tariffs are about to squeeze American wallets even harder, a new tool helps keep track of the damage.
Read more...RFK, Jr.’s policy views confirm that he hates the poors.
Read more...Central banks in advanced nations really do believe they did a masterful job of managing the post-Covid inflation. This article explains why
Read more...Despite the Fed depicting its current rate policy as restrictive, manic pricing in many financial markets says otherwise.
Read more...Trump budget whackage will further degrade the quality of official statistics. And that really does matter.
Read more...A new paper rates 170 countries for climate risk exposure. This ambitious and imporant exercise neverthless seems to have key gaps.
Read more...A new twist on inflation: how workers and corporates trying to preserve their financial position has the effect of perpetuating inflation
Read more...Debunking some widely held misperceptoins about why US housing is so pricey.
Read more...The economic hazard of deflation is already stalking China, to the degree that even Xi is trying to take it on.
Read more...Europe celebrates its economic suicide by continuing down the path of achieving independence from cheap Russian gas.
Read more...Trump is fighting another war he can’t win: trying to use interest rates to counter the inflation created by his yawning fiscal deficits.
Read more...As Mr. Market idelivers a big raspberry in response to Trump’s big beautiful bill, remember it won’t affect the ability to keep spending
Read more...CalPERS retirees are raising funds to have a big go at private equity fee secrecy. Please chip in if you are a California taxpayer!
Read more...An early estimate of the economic costs to Israel of the Iran war show that recovery will be difficult if not impossible.
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