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"If anything, recession odds have marginally declined, not increased." → Read More
Washington is in a long-game with Beijing over ideology and socioeconomic systems. → Read More
The Federal Reserve has decided to "rethink" its current monetary policy approach. What does this mean for the United States? → Read More
Mexico is currently the eleventh-largest economy in the world, and it may surprise. Partially a derivative of its proximity to the U.S. market, and partly due to preferential trade treatment with its northern neighbor, Mexico is the economy to watch. Granted, it is currently well behind Russia and Brazil. But it is more advantaged through NAFTA and, potentially, the Trans-Pacific Partnership.… → Read More
The economy is not overheating, it is slowing. → Read More
The U.S. economy continues to do well amid America's political turmoil. → Read More
Policy errors tend to happen when confidence is highest. → Read More
Small business confidence surveys are better used as a political, not economic, indicator. → Read More
Washington's model of capitalism and liberal democracy is being challenged by Beijing. → Read More
And now it's time to pay. → Read More
Washington is poised to unleash tariffs on $200 billion Chinese goods and Bejing is ready to retaliate forcefully. → Read More
The current state of the U.S. economy is great, and that should continue—unless one of two things goes wrong. → Read More
The current state of the U.S. economy is great, and that should continue—unless one of two things goes wrong. → Read More
If there is something the Trump administration should excel at doing, branding is it. → Read More
Oil prices moving higher is not purely a positive for the U.S. economy, but it is certainly not the negative it was in the past. → Read More
The Fed has thrown a curveball in the form of altering its inflation mandate. → Read More
In many ways, the steel and aluminum tariffs look more like a bargaining stick than true tariffs. → Read More
The Fed appears willing to allow inflation pressures and growth to head higher without combating them with too many rate hikes. → Read More
The underlying U.S. economy is currently growing at a clip that will be difficult to sustain in the medium-term. → Read More
Underneath the surface of a surging U.S. labor market, there is a problem: retail employment. → Read More