The fact that US trade with China has declined shouldn’t be a surprise. But how bad is the damage?

Macro Strategies, Friday Fact, Trade

"Core" PCE^[1] inflation year over year eased from a recent high of 2.04% last July to 1.55% in..

Macro Strategies, The Fed, Central Banks

The ISM’s^[1]  US manufacturing surveys are widely recognized gauges of economic health. They’ve..

Macro Strategies, Friday Fact

The Federal Reserve Open Market Committee is set to release its press statement on December 19. I..

Macro Strategies, The Fed, Central Banks, Infographic

The national midterm elections are tomorrow. As of this morning, Nate Silver’s FiveThirtyEight..

Macro Strategies, Election

The federal deficit hit $779 billion in fiscal year 2018.^[1] This was the highest level since the..

Friday Fact