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.