Apr. Inflation Milder Than Expected
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A new survey shows that nearly half of Americans say President Trump’s tariffs are affecting their summer travel plans, while 63% say inflation is affecting their plans.
I started to promote soft landing in the summer of 2022. Find out why the same leading indicators I used back then are now pointing me in the opposite direction.
Here's why inflation won't reach record-breaking 2022 levels, according to Goldman Sachs.
The cost of living barely rose in April and the rate of inflation slowed even closer to prepandemic levels, but it’s unclear whether the recent progress can be sustained as the trade wars drag on.
Kansas Public Employees Retirement System trustees were told that President Donald Trump's trade and immigration policies will cause inflation.
Inflation has edged down, but high housing costs could spark a fresh rise in prices and keep the Fed from cutting rates, Stifel's top economist said.
The favored U.S. inflation tracker of the Federal Reserve is expected to show little or no increase for the second month in a row, but the effort to get the cost of living under control might be far from over.
This post offers a framework for thinking about the effect of tariffs on major asset class returns by estimating asset classes’ response to supply shocks. Click to read.
Target sales plunged in the first quarter amid concerns about Trump's tariffs, inflation and backlash to its pull back on DEI