Here's a quick update of charts I've been posting and writing about for a long time using recently released data for Q1/25. For more...

The inflation news continues to get better. Indeed, inflation has beaten official expectations for the past two years—yet the Fed remains ca...

A quick post focusing on today's May '25 jobs report. Anyone who has followed the monthly jobs numbers for a few years knows that th...

A quick note on the latest inflation data through April '25. Chart #1 Chart #1 shows the total and the core (ex-food and energy) measur...

So far, the year 2025 has been pretty wild, not least because of Hurricane Trump. I'm not the only pundit that has been struggling to ma...