Connecting the Dots, November 2018

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Connecting the Dots, Patrick Watson’s online newsletter, now lives exclusively on the Mauldin Economics website.

Please bookmark this page so you can always find his latest take on the geopolitical, cultural, and technological forces decentralizing and disrupting the global economy.

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.