High-Freq Data and DOGE Monitor - 2025-04-09
Coalition of the Compelled
The Great Liquidation: What the 1914 Crisis Reveals about Foreign Selling of U.S. Assets
Will the Trump Tariffs Be Inflationary?
It’s tricky. They will feel inflationary, and CPI will confirm it. But the Fed’s PCE won’t.
FOMC Minutes - 2025-04-08
CEA Chairman Steve Miran Hudson Institute Event Remarks
What you're not hearing about how tariffs are taxes -- and big new tariffs are big tax hikes
The Trump tariffs are the biggest tax hike in 43 years. But who pays? And what's the context?