US CPI/PPI - 2019-05-09
What you're not hearing about US/China trade talks
Do higher tariffs tomorrow mean a forever-war with China?
Trump is making China great again: TrendMacro CIO Donald Luskin
S&P Global portfolio manager Erin Gibbs and TrendMacro CIO Donald Luskin discuss how the U.S.-China trade war is affecting the markets.
In Trump They Trust?
Meanwhile Donald Luskin of Trend Macrolytics generally sees the art of the deal:
"Just because we are seeing such things now does not mean the deal is falling apart. To be sure, it might mean that. Mistakes can happen. But more likely it signals the highly turbulent edge of chaos – the existential interface between “yes” and “no” – that all negotiations have to pass through before they end.
Can an Art Collective Become the Disney of the Experience Economy?
On Trump’s Tariff Tweets
This is how deals are done. Trump has to act crazy and scare markets, or he won’t scare Xi.
Penn & Teller Are Teaching You Magic
My Brush With Personal Destruction
On the April Jobs Report
Today’s strong numbers are as full of contradictions as February’s weak ones.