Connecting the Dots, November 2018
Economic Sugar High Will End with a Crash
November 27, 2018
By most measures, the US economy is performing okay. New data tomorrow will likely show real GDP growth still near 3.5%. Unemployment is below 4%. Inflation is up a bit but still historically low.Technology, Tariffs, and Peak Globalization
November 13, 2018
The US-China trade war dominates the economic news, but in the long run, tariffs may be a minor detail.Trade War Enters “Chips Ahoy” Phase
November 6, 2018
Today’s election, divisive though it is, can’t change one thing: We Americans love our sweets. This is bipartisan.
