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.
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.
Trump GDP Growth Projections Are High But Not Absurd
FMI’s commentary on the White House budget proposal.
Data Round-Up: Storms Blunted Sept. Home Sales; Countdown to Fed Chair Choice Underway
FMI’s review of this morning’s September Existing Home Sales data.
The Bumpier Road to a 'Trump Bump' in Fiscal Policy
FMI’s commentary on the state of the Trump fiscal agenda.
New Regulations to Slow Sharply, Some Rollback Likely
FMI’s commentary on prospects for regulatory relief in the Trump administration.
Trump Seeks Big Discretionary Budget Cut, Should Get Some
FMI’s commentary on the Trump budget unveiled this week.