The Oil Glut Even Drones Couldn’t Fix
Not how we expected Saudi production to be curbed to accommodate a Permian surge.
Trump is pushing China to a point of crisis
TrendMacro CIO Donald Luskin reacts to the August jobs report and the U.S.-China trade dispute.
Don’t Expect a Revolution from NC Gerrymandering Ruling
Here's what Kanye West's idea of affordable housing looks like, and why it may never be realized
US Unconventional CPI - 2019-09-11
US CPI/PPI - 2019-09-11
Euro Area Recovery Monitor - 2019-09-11
China’s Currency Crisis is Over... Yuan to Bet?
Nice to see risk-back-on. We doubt Trump – with his new enabler Bill Dudley – will let it last.
On the August Jobs Report
A big miss, but strongly rising wages. It’s too tough a puzzle for the FOMC to solve.