Trump’s Demand to Trading Partners: Pledge Money or Get Higher Tariffs
On the July Jobs Report
Suddenly Powell is looking “too late,” and two rate cuts this year are very much back in play.
US Jobs - 2025-07-31
US PCE Inflation - 2025-07-30
US dollar’s slide in April 2025: the role of FX hedging
High-Freq Data and DOGE Monitor - 2025-07-30
On the July FOMC
The committee was dovish. The chair was hawkish. The chair is just one guy.