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

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

Macro Strategies, Friday Fact

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

Friday Fact

It may be chilly outside this spring, but the US economy is currently running hot. Two data..

Macro Strategies, Friday Fact

I noticed an interesting result in the Conference Board’s most recent Index of Consumer Confidence..

Macro Strategies, Friday Fact