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Executive Summary: Farmers in America’s Heartland are hurting as crop prices are dirt cheap. Supplies are high, and international demand has receded in the wake of Trump’s tariffs. Jackie discusses their situation. … Also: The US/China trade deal waiting to
Executive Summary: President Trump appointed Stephen Miran, a Trump loyalist and chair of the Council of Economic Advisers, to fulfill the remaining days of Fed Governor Adriana Kugler’s term. William explores Miran’s historical stances, including his calls for lower interest
Executive Summary: President Trump’s aggressive tariffs on the BRICS nations could backfire. They have breathed new life into the bloc’s ambitions to depend less on US markets and to undercut the US dollar’s significance in global trade. William explores the
The most concise analysis of the key variables driving the global economy and financial markets.
Short-form takes on current market events.
We’ve acknowledged that the odds of a Fed rate cut have increased since the release of July’s cold employment report and July’s lukewarm CPI report so far this month. But we’ve also noted that more economic indicators will be
Like the late comedian Rodney Dangerfield, the dollar has been getting “no respect” recently. A few officials of the Trump administration want to see a weaker dollar. America’s adversaries would like to replace it as a key currency. Doomsayers
Are SMidCaps coming back into fashion? They had a good day today. They outperformed the LargeCaps. The S&P 500 LargeCaps was up 0.3%, while the S&P 400 MidCaps and the S&P 600 SmallCaps rose 1.6% and 2.0% (chart). The
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