Politics
American’s Views on Economic Issues
May 9, 2025
There has been some shifting of opinions since election day, especially the case among self-described liberals and moderates.
There has been some shifting of opinions since election day, especially the case among self-described liberals and moderates.
Inflation expectations continue to inch higher according to the Fed's latest survey of consumer expectations.
Stocks never exactly got cheap during the recent drawdown. Investors should temper their expectations for future returns over the next decade.
Both the COVID-19 pandemic and the introduction of AI has significantly changed the composition of the labor market. Change is not worse, it is just different.
Year-to-date inflows into the largest bitcoin ETF recently surpassed the inflows into the largest gold ETF.
Updating the changes in central banks' balance sheets
A long-term look at cardboard product shipments
Some interesting charts from our recent posts
Today's topics include "Wait & see" is phrase of the day, the Fed's focus remains on inflation, understanding Fedspeak, today's trade news, global trade & capital flows, shipping logistics, and the shell game of hiding Iranian crude shipments
In the latest installment of Talking Data, Jim discusses the Fed and inflation.
Today's topics include plotting the future of the U.S. economy, looking past today's FOMC decision, no word on X-date from Bessent yet, eyes on shipping data, a strong 10-year auction, China trade talks, March trade deficit widened to record, the end of the old economic order, an update on the resiliency of retail investors, trade uncertainty makes buybacks cool again, and who should own the future of AI?