On the August Jobs Report, and the June Contraction
There’s our September rate cut. And our recession signal -- or is it?
US Jobs - 2025-09-04
Stephen Miran & Others Testify at Confirmation Hearing
On Miran's Senate Banking Hearing: Triumph of the Weasel
Not a single question about the dangerous "Users Guide." Confirmation assured.
Stephen Miran, Opening Remarks
High-Freq Data and DOGE Monitor - 2025-09-03
Global PMI - 2025-09-03
Tariffs: Supreme Court or Bust
Trump isn't in it to delay. He's in it to win it. His order to his team: get me to SCOTUS ASAP.
Tariffs Lose On Appeal -- Sort Of
Trump now controls the tempo of the game, while tariffs become a new normal.