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James Picerno
US Services Surplus Faces Blowback as Trade War Escalates By James Picerno - Apr 04, 2025

The US is the world’s leading exporter of services to the global economy. The services sector is also the dominant source of economic activity in America. Those are strengths, but they’re also...

Michael Ashton
The Coming Surge in College Tuition Inflation By Michael Ashton - Apr 04, 2025

The recent news is clearly about the imposition of new reciprocal tariffs on US trading partners and the responses that those countries will have to the tariffs. In terms of the markets’ reactions,...

Lance Roberts
1 Chart Revealing the Tariff Impact on the US Economy By Lance Roberts - Apr 03, 2025

Over the past few weeks, we have discussed the sharp jump in the trade deficit due to a surge of imports trying to front-run potential tariffs. Thus far, the impact of front-running tariffs on...

Ed Yardeni
Stocks Greet 'Liberation Day' With Bronx Cheers By Ed Yardeni - Apr 03, 2025

President Donald Trump and his guests at the Rose Garden celebrated Liberation Day. Stock investors won't be celebrating today based on the plunge in futures prices tied to the DJIA, S&P 500, and...

Michael Kramer
The Day After Tariffs: Complacency Meets Reality By Michael Kramer - Apr 03, 2025

Well I think the market finally realized that Trump was serious about his tariffs. I mentioned it on Sunday. As noted then, I think he is pretty serious about this stuff. Trump has been telling us...

Lance Roberts
Personal Savings: An Unpolitical Sentiment Gauge By Lance Roberts - Apr 02, 2025

Yesterday’s Commentary discussed the vast divergence in the economic sentiment of Democrats versus Republicans. In the piece, we wrote: “Democrats think today’s economic outlook is worse than during...

Michael Lebowitz
Liberation Day: A Bullish Scenario By Michael Lebowitz - Apr 01, 2025

Stocks are hitting the skids as April 2nd, or Liberation Day, quickly approaches. Investors are rightfully scared that tariffs announced on Liberation Day will be crippling to the economy and harm...

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