Economy

Wall Street's view on tariffs summed up in two lengthy sentences 📝

The cons and the stuff offsetting some of those cons ⚖️

Mar 10 •

A BIG economic question right now 🤔

Tariff threats have people pulling forward purchases, and that means payback down the road 💸

Mar 4 •

A note about federal layoffs 🏛️

On one hand, they're arguably small. On the other hand, it could get a lot worse. 🤔

Feb 26 •

The cost of American exceptionalism 🇺🇸

U.S. workers don't have much leverage, which is good news for corporate profits 📈

Feb 24 •

Companies plan to 'pass on costs' to customers 🤑

If customers can afford tariffs costs, then companies will let them pay to defend profit margins 💸

Feb 19 •

Americans have money, and they're spending it 🛍️

Household finances are normalizing, but they remain healthy 💰

Feb 14 •

A bullish business investment story is brewing 🏭

Are we about to fumble it with tariffs? 🏈

Feb 10 •

5 outstanding issues as President Trump threatens the world with tariffs 😬

Are market participants underpricing the consequences? 🤔

Feb 3 •

9 once-hot economic charts that cooled 📉

Plus a charted review of the macro crosscurrents 🔀

Jan 12 •

Prominent Wall Street thinkers make the case for a post-recession U.S. economy 🤯

Why do we even talk about recessions? 🧐

Jan 6 •

'How many times will the Fed cut rates?' is not the right question for stock market investors 🔪

Plus a charted review of the macro crosscurrents 🔀

Jan 5 •

The post-election sentiment sea change 🔃

The gap between gloomy soft data and resilient hard data is closing 🤝

Dec 10, 2024 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts