Updates

Wall Street narratives move faster than data while markets trade the story

February 12, 2026
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Markets at an Inflection Point: Holding False Narratives in One Hand, Realistic Narratives in the Other

February 5, 2026
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America’s Quiet Economic Turning Point: Five Takeaways From a New Supply‑Side Boom

January 30, 2026
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Thinking Out Loud: Initial Thoughts on Kevin Warsh as Fed Chair

January 30, 2026
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The Moderating Dollar: Rebalancing, Not Retrenchment

January 29, 2026
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The AI (Artificial Intelligence) Super-Cycle

January 16, 2026
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The Outlook for the Yuan (Renminbi)

January 16, 2026
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China’s Trade Surplus, Global Liquidity, and the AI Capital Cycle

January 15, 2026
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Rising AI productivity combined with a flattening labor market, the business cycle impact on monetary policy

December 29, 2025
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A Second Look at Tariffs and Their Impact on the Macroeconomy

December 29, 2025
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