Aug 4, 2025
By removing Federal Reserve Chairman Powell before his term is up in May, President Trump would raise, not lower, interest rates.
Jul 28, 2025
The terrible inflation economists predicted would follow President Trump's tariffs hasn't materialized-at least not yet.
Jul 21, 2025
In the face of President Trump's tariffs, the U.S. economy is proving resilient but hardly remarkable.
Jul 14, 2025
Over the next several years, the economy will grow well but not at the torrid pace of the first Trump and Biden Administrations. U.S. stocks will prosper, but those will be posting larger but not overwhelmingly larger gains than foreign stocks.
Jul 8, 2025
Tariffs can reduce trade deficits, shrink federal budget deficits, enable income tax cuts, boost manufacturing, and leverage trading partners to lower barriers to our exports.
Jul 1, 2025
The early months of President Trump's second term have tested investors' nerves. After delivering blockbuster gains in 2023 and 2024, stocks continued to rally but then collapsed as Trump threatened reciprocal tariffs against all our trading partners.
Jun 23, 2025
President Trump is struggling in his trade wars with China and other nations. The tariffs imposed for 90 days when he suspended higher reciprocal duties on China, the EU and other nations could prove permanent.
Jun 19, 2025
The Federal Reserve faces tough policy choices-President Trump's tariffs could rekindle inflation, boost unemployment or both.