Economics

It’s all improperly collected and calculated data to fit their narratives! Unfortunately it’s unreliable and fake just like the fake jobs last year, all the revisions, and inflation and recession calls. We have recession in pockets and inflation and higher prices in many areas

Tariffs were feared as inflationary, but the first data can point in the opposite direction. PPI was flat month over month against expectations for an increase, while core PPI was also unchanged. Year-over-year readings came in below forecasts. That does not make tariffs harmless, but it changes the starting point for the debate. Expectations matter.

Headline GDP contracted 0.3% annualized in the first quarter, but the details were stronger than the headline suggested. Imports surged as businesses front-ran tariffs, creating a large drag on the calculation. Government spending also fell, while private investment rose sharply and consumer demand remained resilient. That mix matters. A temporary trade-related distortion is different from

Is this negative GDP print an outlier due to front running of tariffs? Q1 GDP declines 0.3% SAAR as massive front running of tariffs caused imports to explode 41.3%, dragging GDP down by -5.03pp; gov’t declined 1.4% in 1st drop since ’22; meanwhile, investment exploded 21.9% higher – despite the headline number, this is a

There have been pockets of recessions in many sectors that have been growing. Manufacturing has been in a recession for 2 years. Besides the consistent ISM below 50 print, our b2b manufacturing biz has been experiencing it and it’s been very difficult.

FED -> 50 bps RATE CUT & more to come 525-550 -> 475-500 With CPI already underestimating inflation & fake labor data underestimating UER, likely this will further reignite inflation and potentially lead to STAGFLATION. Are Real Rates too high with current CPI print? Is there something sinister lurking behind the scenes?

NFIB August Small businesses matter! SBO Index FELL 2.5 pts (32 mo below 50 yr Ave) Uncertainty ROSE to 92 (highest since Oct 2020) INFLATION is top issue! Yes INFLATION. Margins compressed -> Lowering Bottom Lines! The mood on Main Street worsened in August, despite

NFIB Small Business JULY Inflation is TOP concern. We are in a difficult middle range right now where DEMAND is LOWER so prices need to come down, however, costs are still HIGH so MARGINS severely compressed thus LOWERING bottom lines. Many smaller businesses have begun

Public DEBT: $35.123T ~$1 trillion in new debt added every 100 days! >$36T likely by EOY Next 12m, + $1.5T interest exp 30% of all govt rev for interest payments & greater than military spending. Money comes from YOU. More taxation, inflation, and monetary destruction.