Economy Watch

910 Episodes

1. It is clearer that tariffs will drive a new global inflation surge

   Published: 2/10/2025
2. US chaos, global data softness, not helping

   Published: 2/9/2025
3. Economic shine dulls

   Published: 2/6/2025
4. Retaliatory counterpunches come in many forms

   Published: 2/4/2025
5. No-one likes Trump's awful tariff deal, even in the US, so backtracking starts

   Published: 2/3/2025
6. Sharp policy changes without thinking things through

   Published: 2/2/2025
7. Consumer resilience powers the 2024 US growth

   Published: 1/30/2025
8. Fed set to end rate cutting cycle

   Published: 1/29/2025
9. Markets start to reassess risk in the face of policy without ethics

   Published: 1/28/2025
10. China loses steam ahead of holidays; Wall Street loses steam today

    Published: 1/27/2025
11. China holiday & US Fed decision dominate global economy this week

    Published: 1/26/2025
12. Forced distortions a new economic threat

    Published: 1/23/2025
13. The bond market doesn't like what it sees

    Published: 1/22/2025
14. The US gifts China global opportunities

    Published: 1/21/2025
15. Trump 2 starts with bluster and reneging

    Published: 1/21/2025
16. All hail the Chief Grifter

    Published: 1/19/2025
17. Rate cut revival in the US, dashed in Australia

    Published: 1/16/2025
18. Markets celebrate US inflation no-change

    Published: 1/15/2025
19. No end to the rise in long term benchmark rates

    Published: 1/14/2025
20. China's exports get a Trump bump

    Published: 1/13/2025