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Executive Summary: Another day, another tariff target. President Trump’s news Tuesday that new tariffs on imports of semiconductors are coming soon got a muted negative reaction from semiconductor companies’ investors, who on the whole have been tolerant of Trump’s
Executive Summary: The US housing market is haunted by poor affordability, Melissa reports; that’s why sales have been moribund despite supportive household wealth and income statistics. Would-be buyers are spooked by affordability challenges, and would-be sellers are averse to
Executive Summary: Trump’s pivot on India from friend to foe, punctuated by a higher US tariff rate than expected, hit India watchers by surprise. Trump’s dismissal of the country’s importance to the West hurts Prime Minister Modi politically and
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Short-form takes on current market events.
It’s a light day for economic news. Stock prices are drifting higher today because the Q2 earnings reporting season is going well, with very few exceptions. Notwithstanding the weakness of the latest employment report and the two surveys of
The stock and bond markets didn’t respond much to the national survey of non-manufacturing purchasing managers this morning, even though it was on the weak side (chart). The overall NM-PMI, which the Institute for Supply Management (ISM) compiles, edged
In our April 7 Morning Briefing, we anticipated the bottom in this year’s S&P 500 correction and a V-shaped rebound. The bottom occurred the very next day. The V-shaped recovery started the following day on April 9, when President Donald
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