As we head into the fall of 2025, all eyes are on the Federal Reserve. Will they finally cut rates? If so, by how much, and when? Here’s the bottom line from the latest numbers: So what do the “seven simple monetary policy rules” (Cleveland Fed) and the Philadelphia Fed’s benchmarking say? Most classic rules…
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President Trump’s 2025 tariffs represent a bold and controversial reassertion of economic nationalism. While these measures have generated significant federal revenue and offered protection to key domestic industries, they’ve also led to higher consumer prices, job losses, and strained global relationships. As the global economy reacts and U.S. households feel the pinch, the long-term implications…
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The tariff headwinds are no longer just a political talking point; they’re a disruptive force businesses can’t afford to ignore. While investors had priced in a broad 10–15% tariff baseline earlier this year, many are now confronting the reality of reciprocal tariffs ranging from 15% to 50%, with key partners like the EU, India, Japan,…
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America stands at a fiscal crossroads. With the national debt soaring past $36 trillion and structural reform stymied by political gridlock, the risk of long-term stagnation is real. But the answer isn’t austerity or fear; it’s strategic, inclusive, and innovation-driven growth. I’m proud to announce the release of my latest book, Escaping the Deficit Trap:…
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Today’s Consumer Price Index report revealed a 2.7% year-over-year increase in June CPI, up from 2.4% in May, with headline CPI rising 0.3% month-over-month and core CPI (excluding food and energy) at 2.9% annually. Key Insights and Implications: 1. Tariff Pass‑Through in Progress – The rollout of 2025 tariffs is now showing up in core…
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On May 16, 2025, Moody’s Investors Service downgraded the U.S. Treasury’s credit rating from Aaa to Aa1, sending a clear signal: doubts about America’s long-term fiscal health and political gridlock are getting too big to ignore. For decades, U.S. Treasuries were as close to “risk-free” as it gets, but that reputation is looking shakier by…
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We’re honored to have Ned Gandevani, MBA, Ph.D., Economist, Fund Manager, Financial Strategist, and Harvard Business School faculty member join us as one of the headline speakers at TSAM Boston on June 2nd, at the Renaissance Boston Seaport Hotel. With global markets navigating volatility, geopolitical risk, and inflationary pressure, Dr. Gandevani will deliver must-hear insights…
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Recent sell-offs in U.S. equities, Treasuries, and the dollar have sparked fresh debate about American exceptionalism. Market skeptics see each dip as evidence of decline. But they’re missing something crucial: American economic dominance isn’t built on daily price swings—it’s woven into the very fabric of global finance.Let me show you why talks of America’s economic…
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The latest University of Michigan Consumer Sentiment Index and Bloomberg’s 5–10-year inflation expectations offer more evidence that the U.S. economy may be headed toward stagflation—a troubling mix of slowing economic growth and persistent inflation.• Consumer sentiment continues to decline, signaling reduced confidence in the economic outlook.• At the same time, long-term inflation expectations have hit…
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The markets are speaking, and they’re speaking loudly. Since the April 2nd tariff announcements, we’ve witnessed a significant shift in global trading patterns that’s raising eyebrows across trading floors. What’s driving this? Three key factors:• Growing uncertainty around U.S. trade policies• Questions about USMCA agreement stability• Accelerating trend of international markets decoupling from U.S. dependencies…
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