We’re a month into Trump 2.0. We don’t have February’s prices yet, but since Trump was going to do everything…
From election day, five year inflation breakeven up 33 bps; EPU up 231. What could go wrong? Figure 1: Top…
From NBC News. I know the Trump Administration doesn’t care about ordinary people dying from malnutrition, lack of access to…
Article here. When I read this, I’m reminded: In 2015, during the Obama administration, a new safety rule was adopted…
It seems like a funny question to ask given Russian government debt to GDP isn’t that large. Craig Kennedy argues…
I was promised an all-out trade war by Trump, and all I got was a lousy 10% tariff on China,…
Remember when Heritage Foundation’s EJ Antoni posted on X this graph? Well, I think a lot of the puzzle has…
Not apparently going down: Figure 1: CPI-food at home (blue), PPI-food (tan), both in logs 2021M01=0. Source: BLS, and author’s…
From Michigan, NY Fed, and Atlanta Fed SoFIE: Figure 1: Year-on-Year CPI inflation (bold black), Cleveland y/y nowcast as of…
Tomorrow, we’ll get a reading on January egg prices at the consumer level. With futures prices at about $5.2 in…