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Feb 27, 2026
The January Producer Price Index landed with a predictable media spin: “hotter than expected” and therefore proof that tariffs, Trump, and the so-called “new...
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Feb 24, 2026
The latest Conference Board Consumer Confidence report points to an important inflection point: consumer expectations are starting to align with improving economic fundamentals. With...
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Feb 20, 2026
The markets got a twin dose of macro indicators today—GDP growth and PCE inflation—and, almost on cue, much of the commentary missed the signal for the noise.
Start...
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Feb 19, 2026
This week’s residential construction report — with housing starts beating expectations and single-family starts rising again — signals that Trump’s policy...
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Feb 13, 2026
Headline consumer prices rose just 0.17 percent for the month, pulling year-over-year inflation down to 2.4 percent. Core inflation came in contained at 0.30 percent for January and...
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Feb 11, 2026
January’s above-estimates jobs report tells two very different stories.
One is about the Trump month. The other is about the Biden inheritance.
Start with the...
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Feb 9, 2026
On April 7 of last year, with tariff panic gripping the markets and the Dow plunging toward 38,000, I went on CNBC’s Squawk Box with a simple message: relax. The Dow was on a...
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Feb 5, 2026
President Trump dislikes an overly strong dollar because it hurts U.S. exporters and manufacturers, and he wants lower interest rates. His Fed nominee, Kevin Warsh, is associated...
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Jan 30, 2026
The latest inflation report is out, and the early chatter is already doing what it always does: seize on a single monthly number and ignore the trend.
Here’s the truth,...
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Jan 22, 2026
This week’s revision of third-quarter GDP offers early but compelling evidence that the long-awaited Trump manufacturing boom is beginning to take shape—even as it...
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Jan 12, 2026
Housing debates often get lost in abstractions about “affordability” or arguments over subsidies. But mortgage rates are not set by rhetoric, press releases, or political...
Feb 27, 2026The January Producer Price Index landed with a predictable media spin: “hotter than expected” and therefore proof that tariffs, Trump, and the so-called “new...
Feb 24, 2026The latest Conference Board Consumer Confidence report points to an important inflection point: consumer expectations are starting to align with improving economic fundamentals. With...
Feb 20, 2026The markets got a twin dose of macro indicators today—GDP growth and PCE inflation—and, almost on cue, much of the commentary missed the signal for the noise. Start...
Feb 19, 2026This week’s residential construction report — with housing starts beating expectations and single-family starts rising again — signals that Trump’s policy...
Feb 13, 2026Headline consumer prices rose just 0.17 percent for the month, pulling year-over-year inflation down to 2.4 percent. Core inflation came in contained at 0.30 percent for January and...
Feb 11, 2026January’s above-estimates jobs report tells two very different stories. One is about the Trump month. The other is about the Biden inheritance. Start with the...
Feb 9, 2026On April 7 of last year, with tariff panic gripping the markets and the Dow plunging toward 38,000, I went on CNBC’s Squawk Box with a simple message: relax. The Dow was on a...
Feb 5, 2026President Trump dislikes an overly strong dollar because it hurts U.S. exporters and manufacturers, and he wants lower interest rates. His Fed nominee, Kevin Warsh, is associated...
Jan 30, 2026The latest inflation report is out, and the early chatter is already doing what it always does: seize on a single monthly number and ignore the trend. Here’s the truth,...
Jan 22, 2026This week’s revision of third-quarter GDP offers early but compelling evidence that the long-awaited Trump manufacturing boom is beginning to take shape—even as it...
Jan 12, 2026Housing debates often get lost in abstractions about “affordability” or arguments over subsidies. But mortgage rates are not set by rhetoric, press releases, or political...