The market is entering a critical juncture, focused on two near-term catalysts: the upcoming employment data and the Supreme Court’s decision on the legitimacy of tariffs. Together, these factors will shape expectations for growth, rates, and capital flows. 1. Employment: Solid but Clearly Cooling The labor market remains resilient, but … [Read more...] about Markets Await Employment Data and Supreme Court Tariff Ruling
Trade Tariffs
Another Sign That America Is in Disarray via Politics and Perception 2025 is full of promises, can 2026 deliver?
2025 Promises of growth, missing capital, and a system running on narratives rather than data - will 2026 deliver?. Colossal Tech Investments: Announced, Not Delivered...Yet The wave of billion-dollar technology investments announced by major U.S. companies remains largely theoretical. To date, there is no visible deployment of … [Read more...] about Another Sign That America Is in Disarray via Politics and Perception 2025 is full of promises, can 2026 deliver?
How Have Tariffs Worked So Far?
A year-to-date assessment — and why tariffs helped the Treasury but as yet not the system If you look at the year-to-date (YTD) data, the message is fairly clear: higher tariffs have not worked so far. However, the reason is not just the outcome, but the structure and timing of the data itself. … [Read more...] about How Have Tariffs Worked So Far?