(1) Watch our first video podcast. (2) The pre-tariffs scramble to export boosted Q2 real GDP. (3) Y/y growth rates in real GDP, along with consumer and capital spending, nothing out of the ordinary. (4) Signs of weakness may be misleading. (5) Pay little attention to surprise index and NM-PMI. (6) Minimalist Millennials may be depressing demand for homes and autos. (7) Haven’t run out of human workers yet, while rent-a-robot may be the next new, new thing.
End of free preview
Ed's complete analysis, every chart linked, and the archive back to 2009.
Individual investor? Ed's QuickTakes are available for personal use at yardeniquicktakes.com →