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The Federal Reserve (Fed) has taken another step in its attempt to avert a financial..

The Fed, COVID-19

The United States and China surprised me with their announcement of a small “phase one” trade deal..

Macro Strategies, Trade

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