When the fiscal authority is at odds with monetary authority, then the transmission mechanism starts to break down. … READ MORE >
Joe Brusuelas
Market Minute: Volatility grips oil markets as tensions rise
As tensions escalate in the Middle East, volatility has gripped oil markets after a period of a growing global surplus. … READ MORE >
Market Minute: What happens if the Supreme Court overturns the tariffs?
The court will decide on whether higher tariffs imposed last year without approval from Congress are allowed under the Constitution. … READ MORE >
CPI remains 2.7% as noise in the data persists
Inflation increased by 2.7% on an annual basis in December, bringing to close a year of noise in the data. … READ MORE >
Market Minute: How women are helping Japan’s resurgence
Japan’s women are working at record levels, with their labor force participation rate reaching 56% in 2025 from 48% n 2012. … READ MORE >
Market Minute: The risks in Treasury’s shift to T-bills
In 2025, 84% of the government’s debt issuance was made up of Treasury bills with maturities of 12 months or less, the highest ratio since the financial crisis. … READ MORE >
December jobs report shows the no-fire, slow-hire economy at work
In December, 50,000 new jobs were created and the unemployment rate declined to 4.4% from a revised November estimate of 4.5%. … READ MORE >
U.S. productivity surges in third quarter
U.S. productivity grew by 4.9% in the third quarter, marking the biggest increase in two years, the Bureau of Labor Statistics reported on Thursday. … READ MORE >
Market Minute: Shipping data points to lower imports and exports
Recent privately supplied shipping data shows not only a drop in imports, but also a drop in U.S. exports. … READ MORE >
RSM’s Brusuelas and Nguyen named among Bloomberg’s top forecasters
The team claimed the top ranking in forecasting personal income, and also in how the service sector would perform. … READ MORE >