On the July Jobs Report
An ordinary July, except that it kicks off the eleventh year of the business cycle expansion.
US Jobs - 2019-08-01
On the July FOMC
One small step for the Fed. It should have been a giant leap. Then there was that gaffe...
Federal Reserve - 2019-07-30
Global Equity Risk Premia - 2019-07-28
What you're not hearing about capex, housing and next week's FOMC
With so many good reasons to cut rates -- and with so many Powell lies -- 50 bp is a real possibility.
Sanders’ Medicare-for-all plan will more than double the federal budget: TrendMacro CIO
TrendMacro CIO Donald Luskin on the cost of Sen. Bernie Sanders’ (I-Vt.) Medicare-for-all plan.