by sslifer | May 9, 2025 | Commentary for the Week, NumberNomics Notes
May 9, 2025 The tariffs imposed by the U.S. and the countermeasures employed by its trading partners are a hot topic of discussion amongst economists, business leaders, consumers, and investors in the U.S. While estimates of the magnitude, breadth, and duration of...
by sslifer | May 2, 2025 | Commentary for the Week, NumberNomics Notes
May 2, 2025 The imposition of tariffs is causing massive distortions in the data. First quarter GDP declined 0.3%, but to get goods into the country prior to the imposition of tariffs in early April imports surged, subtracted a massive amount from GDP growth in that...
by sslifer | Apr 25, 2025 | Commentary for the Week, NumberNomics Notes
April 25, 2025 Fed bashing is back. A week ago Trump’s economic advisor, Kevin Hassett, said that the administration was studying options to remove Powell. Ouch! On Monday Trump managed to spook the markets when he called for preemptive rate cuts by the Fed...
by sslifer | Apr 18, 2025 | Commentary for the Week, NumberNomics Notes
April 18, 2025 One can justify almost any forecast of the economic environment between now and yearend from recession with a big increase in the unemployment rate and a dramatic pickup in the inflation rate, to moderate growth with a slight pickup in inflation and a...
by sslifer | Apr 11, 2025 | Commentary for the Week, NumberNomics Notes
April 11, 2025 It is hard not to see the potential dangers from the Trump-initiated trade war. Consumer confidence has plunged. Small business confidence has declined. Investor confidence has collapsed. Those who envision a recession ahead or stagflation can make...
by sslifer | Apr 4, 2025 | Commentary for the Week, NumberNomics Notes
Of all the weeks to be out of commission i happen to pick this one — without a doubt the most interesting week of the year. I tried to sit at my computer this morning and come up with something. But that last less than 5 minutes. Back surgery really hurts! I...
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