'Shutdown’ Could Drag Down 19Q1 GDP Stats, Quick Rebound to Follow

FMI’s commentary on the macro economic effects of the government shutdown.

‘Purple Puddle’ Election Points to Fiscal Gridlock Ahead

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.

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

FMI’s commentary on the economic effects -- and potential benefits -- of Trump’s tariffs.

Supreme Court Poised to Blast Public Sector Unions

FMI’s commentary on unionization trends in the public and private sectors.

China Is Bluffing on U.S. Tariffs, and Trump Knows It

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

FMI’s commentary on Trump fiscal and trade policy.

Trump Tariffs Pose Little Threat to U.S. Macro Economy, Some Opportunity

FMI’s commentary on the Trump tariffs.

July 7 India Report

Deepak's July 2017 issue of the India Report.

New Regulations to Slow Sharply, Some Rollback Likely

FMI’s commentary on prospects for regulatory relief in the Trump administration.