On Trump Playing the Hong Kong Card
Hong Kong is an existential pressure point for China, and Trump is starting to push on it.
Last Exit Before a Cold War?
Never Let a Good Currency Crisis Go to Waste
The curve inverts, with RMB (and Hong Kong’s airport) at the edge of chaos.
This Carnivorous Plant Invaded New York. That May Be Its Only Hope.
Trump’s new tariffs threw China into a currency crisis
TrendMacro CIO Donald Luskin discusses the ongoing U.S.-China tariff war and why he is critical of Federal Reserve Chairman Jerome Powell.
Trump Is Right -- the Fed Is Still Tightening
Sure, the size of the balance sheet is holding steady, but leaving riskier assets in the market will slow growth.
US Unconventional CPI - 2019-08-12
US CPI/PPI - 2019-08-12
Despite the Gloom, Still a Shale Boom
The US has captured all the oil demand growth of the last three years. Onward and upward.