On the March Jobs Report
Lousy hard data. Great soft data. Actually, under the surface, there was great hard data too.
US Jobs - 2017-04-06
Time for Taper Tantrum Two?
Get over it. After the 2008 panic, QE never did much anyway. We won’t miss it.
FOMC Minutes - 2017-04-04
Global PMI - 2017-04-04
The Fiscal Effects of Repealing the Affordable Care Act
Global Equity Risk Premia - 2017-03-30
Does AHCA Kill Tax Reform?
This fiasco teaches the GOP to keep it simple, stupid. That means no border adjustment.