Friday, January 10, 2025
Tariff fears trump modest jobs growth
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Today's December private sector jobs report beat expectations (223K vs. 140K) and that supposedly triggered a sharp, negative response f...
11 comments:
Thursday, January 2, 2025
Monetary policy trumps tariffs
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There's no need to worry about Trump's threatened tariffs causing another bout of inflation. Inflation is a monetary phenomenon that...
24 comments:
Monday, December 16, 2024
The U.S. is the King of Net Worth
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The U.S. economy is the undisputed powerhouse of them all. Nothing says it better than the $170 trillion net worth of the U.S. private secto...
24 comments:
Christmas treat: subscribe to Steve Moore's Hotline
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Do yourself a favor and subscribe to my good friend Steve Moore's "Hotline" newsletter (you can see today's edition here ...
Friday, December 13, 2024
Headwinds and tailwinds
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Optimism is on the rise, and valuations arguably are a bit stretched, so headwinds should prevail for the near term: watch out for growth di...
3 comments:
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