Blogs

The employment report for April will come out on Friday, May 2, and some leading indicators suggest we could see...

The chart below shows that cars and car parts play a key role in most trade negotiations. Source: Census Bureau,...

Data from the Fed shows that a record-high share of households are only making the minimum payment on their credit...

The chart book available here looks at how US consumers and firms are responding to tariffs. For companies, new orders...

Daily data for container traffic from China to the US is collapsing, see charts below. The consequence will be empty...

The manufacturing sector in the US has been in steady decline for the past 80 years, and manufacturing jobs today...

The economics textbook would say that a trade war is a stagflation shock. Tariffs increase consumer prices, and earnings are...

Thirty-seven percent of US imports from China are intermediate goods that are used in US production—such as in the machinery,...

Looking back at all recessions since World War II shows that GDP on average declines 2.3% and S&P 500 earnings...

It normally takes 18 months on average for the US to negotiate a trade deal, see chart below. Why does...