Politics
'Shutdown’ Could Drag Down 19Q1 GDP Stats, Quick Rebound to Follow
written by Michael Lewis on January 18, 2019
FMI’s commentary on the macro economic effects of the government shutdown.
‘Purple Puddle’ Election Points to Fiscal Gridlock Ahead
written by Michael Lewis on November 07, 2018
FMI’s commentary on the midterm elections and their likely impact on fiscal policy and the economy.
Trump's Trade War: Modest Drag Near-Term, But Long-Term Benefit for U.S.
written by Michael Lewis on June 28, 2018
FMI’s commentary on the likely macro costs -- and benefits -- of President Trump’s trade ‘war’ strategy.
U.S. Tariffs Costs Will Be Borne Primarily by Foreigners
written by Michael Lewis on June 18, 2018
FMI’s commentary on the economic effects -- and potential benefits -- of Trump’s tariffs.
Supreme Court Poised to Blast Public Sector Unions
written by Michael Lewis on May 04, 2018
FMI’s commentary on unionization trends in the public and private sectors.
China Is Bluffing on U.S. Tariffs, and Trump Knows It
written by Michael Lewis on April 06, 2018
FMI’s commentary on Trump’s trade clash with China and feud with Amazon, plus a note on the implications of San Francisco Fed president John Williams’ move to the NY Fed.
Trillion-Dollar Federal Deficits Are Best-Case Scenario Going Forward
written by Michael Lewis on March 19, 2018
FMI’s commentary on Trump fiscal and trade policy.
Trump Tariffs Pose Little Threat to U.S. Macro Economy, Some Opportunity
written by Michael Lewis on March 07, 2018
FMI’s commentary on the Trump tariffs.
July 7 India Report
written by Deepak Lalwani on July 31, 2017
Deepak's July 2017 issue of the India Report.
New Regulations to Slow Sharply, Some Rollback Likely
written by Michael Lewis on June 23, 2017
FMI’s commentary on prospects for regulatory relief in the Trump administration.
