Economy

We're at an economic tipping point ⚖️

At least there's a glass-half-full way of looking at what could be the next recession 🥃

Aug 4 •

A note about Trump firing the BLS commissioner 🤦‍♂️

When it comes to economic data, it's very difficult to hide the truth 🧮

Aug 1 •

Like the stock market, the jobs market has a history of adapting to destructive tech 🤖

Long-term growth always comes with a lot of short-term volatility 😥

Jul 29 •

The state of the American consumer, as told by their bankers 🎩

Plus a charted review of the macro crosscurrents 🔀

Jul 20 •

Economic data quality deteriorates — 2 thoughts for investors 🧮

Plus a charted review of the macro crosscurrents 🔀

Jun 8 •

An economic warning sign in the hard data ⚠️

Business investment activity took a hit in April 👎

May 27 •

Remembering moments when I thought things took a permanent turn for the worse 🙇‍♂️

Plus a charted review of the macro crosscurrents 🔀

May 18 •

How much inventory did companies actually build ahead of tariffs? 🤷🏻‍♂️

Plus a charted review of the macro crosscurrents 🔀

May 11 •

What does the negative GDP report really tell us? 🤔

A few thoughts regarding an ambiguous headline metric 🇺🇸

Apr 30 •

CHART: The confusing state of the economy 📊

Plus a charted review of the macro crosscurrents 🔀

Apr 27 •

We're gonna get ambiguous signals in the economic data 😵‍💫

Tariff talk is messing up economic activity in conflicting ways 🫠

Apr 15 •

The unsettling update we should brace for during earnings season 😬

Will companies yank guidance? 🗺️

Apr 8 •

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