Getting Venezuela Back On-Line: Watch Out, Canada!
If Venezuela focuses on the needs of Gulf Coast refiners, it won’t take long.
When will we get the tariffs ruling?
Our Hot Take: It’s Warsh
He’s the best. So why would Trump pick him? And why would he agree to do it?
U.S. life expectancy hits a new high as deaths from overdoses and COVID fall
On Technologies vs. Commodities
Another Nice Surprise for the U.S. Economy
Trend Macrolytics responds to the news in a note to clients that emphasizes the value of businesses investing in capital expenditures, known as capex:
New orders for non-defense capital goods (ex-aircraft) makes a new all-time high. Orders are the precursor of capex. Capex is the precursor of growth. We’re in a new productivity supercycle. It’s official.
High-Freq Data and DOGE Monitor - 2026-01-28
On the January FOMC, and Trump in Check
A boring FOMC meeting, as expected. All the drama is in the Trump/Powell chess match.