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Warsh Is Wise to Ditch the Dots
Fed ‘forward guidance’ was supposed to encourage transparency, but it ended up doing real damage.
Most Recent Media Appearance
Almost Nobody Got Laid Off Last Week
Trend Macrolytics writes in a note to clients:
Stunning. The lowest new claims number since 1969, when the labor force was only half as big as it is now… And one more thing — in our earnings season surprise-factor update, we are thrilled to tell you that with 106 of 500 companies reported, this is by multiples the best earnings season in history, despite the rampant upgrade surge we’ve experienced over the prior quarter.
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- On the July Jobs Report: Warsh Catches a Break
- Retail Sales and Supply Chain Stress Monitor
- TrendMacro conversation with Tax Foundation’s Alex Durante on the impact of Trump’s new tariffs