On the February Jobs Report and the DOGE Effect
We’re starting to see a DOGE effect. The test is whether these people can find other work.
US Jobs - 2025-03-06
ECB and Euro Area Economy Monitor - 2025-03-05
High-Frequency Post-Virus Recovery - 2025-03-04
Making Sense of the Seemingly Nonsensical Mexican and Canadian Trade War
Global PMI - 2025-03-04
Tariffs are Taxes. This is a Tax Hike.
There’s already incipient weakness this quarter, and inflation risk. This is not good.