by Daniel Brouse May 14, 2025 Cash flows and foreign treasury holdings in and out of the United States have grown increasingly volatile under the Trump administration’s ongoing trade war. One of the most consequential—and largely underreported—developments is China’s quiet withdrawal from the U.S. Treasury market. Unlike an overt selloff that would signal immediate economic […]
Tag Archives: economy
Tariffs on Trial: Court Case Could Rein in Executive Trade Powers and Stabilize U.S. Economy
by Daniel Brouse May 13, 2025 If the Trump-era tariffs are struck down by the courts, the United States could see a return to more stable and predictable economic conditions. Such a ruling would likely reduce inflationary pressures, ease supply chain disruptions, and reopen channels of global trade—fostering stronger international partnerships and lowering costs for […]
Ignore the Noise: The Bond Market Is Sounding the Alarm
by Daniel Brouse May 13, 2025 A couple of months ago, I suggested that those concerned about the future of the economy should focus less on the stock market and more on the bond market. Since then, the divergence between financial market optimism and economic reality has only widened. The stock market, increasingly detached from […]
Curb the Enthusiasm: U.S.–China ‘Trade Deal’ Is Just a Temporary Pause in a Costly Tariff War
by Daniel Brouse May 12, 2025 A much-publicized “trade deal” between the United States and China was announced over the weekend, sparking an immediate rally in the futures markets. Investors initially interpreted the announcement as a sign of easing tensions between the world’s two largest economies. However, a closer look reveals the agreement is far […]
Misleading Claims on Gas Prices, Inflation, and the Economy: A Closer Look at the Facts
by Daniel Brouse May 10, 2025 “‘Too Late’ Jerome Powell is a FOOL, who doesn’t have a clue. Other than that, I like him very much! Oil and Energy way down, almost all costs (groceries and ‘eggs’) down, virtually NO INFLATION, Tariff Money Pouring Into the U.S. — THE EXACT OPPOSITE OF ‘TOO LATE!’ ENJOY!”— […]
Uncertainty Reigns: The Fed, Trade Policy, and a Clouded Economic Outlook
by Daniel Brouse May 6, 2025 The Federal Reserve continues to signal uncertainty about the economic outlook, refraining from lowering interest rates amid what it described as “extreme uncertainty.” The central bank appears caught between the two competing arms of its dual mandate—ensuring price stability and maximizing employment—both of which are increasingly in tension. Notably, […]
Bozo the Rodeo Clown and the Accidental Hits: Music, Message, and the Madness of Our Times
By Daniel Brouse May 6, 2025 The music business remains one of the strangest combinations of art, science, and economics. It’s a world where emotional resonance trumps logic, and where market forces, social movements, and sheer randomness collide to define success. I should know—I put the first record company on the internet back in 1992. […]
Economic Outlook: Short-Term Uncertainty and Long-Term Certainty
By Daniel Brouse May 3, 2025 The current economic outlook is defined by a climate of short-term uncertainty paired with an emerging long-term certainty—though not of the reassuring kind. Recent GDP data show the U.S. economy contracting in the first quarter of 2025, signaling the beginning of a potential recession. However, these numbers do not […]
The $8 Trillion Disappearing Act: How U.S. Multinationals Skew the Trade Deficit
by Daniel Brouse May 1, 2025 Donald Trump’s Trade Deficit Calculations Ignore the Real Structure of the Modern U.S. Economy Donald Trump’s trade deficit claims are fundamentally flawed, reflecting an outdated view of global commerce and overlooking several major components of the U.S. economy. Most notably, his figures exclude the substantial value of U.S. service […]
The Illusion of Strength and Low Volume
by Daniel Brouse April 24, 2025 Recently, the major stock exchanges have experienced a significant decline in trading volume. When evaluating stock market indexes, it’s essential not just to focus on price movements but also to consider the number of shares traded (volume). Volume acts as a gauge of market conviction and liquidity. Without it, […]