Updates – Macro Trend

China’s Trade Surplus, Global Liquidity, and the AI Capital Cycle

January 15, 2026

A Second Look at Tariffs and Their Impact on the Macroeconomy

December 29, 2025

2026 OUTLOOK – TWO Speed Business Cycle, Optimism Outweighs Pessimism, But Expect Disruptions Along The Way

December 23, 2025

FOMC Sends a Dovish Signal Despite the Expectation of a Hawkish Message

December 11, 2025

AI Implementation Is Significant and Will Force a Stand-Up Across Global Enterprises — Those Who Don’t Invest Will Fall Behind

November 28, 2025

Important Earnings Season Observations

October 31, 2025

U.S. Debt to GDP: A Post-WWII Comparison to the Modern Era and Fiscal Policy Implications

May 23, 2025

Trump 2.0 Flatter and Fatter Distribution Outcome

January 6, 2025