This week President Trump reminded us that the state of our union is great again, the economists spilled nerd blood over the definition of a balance of payments problem, and AI came for the technology companies.

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AI spending and margin expansion drive producer price index while consumer prices decline.

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The Supreme Court’s recent tariff decision has created an unusual near-term setup: a temporary “tariff valley” that could trigger another wave of import stockpiling in the months ahead.

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Mortgage rates fell below six percent this week, the lowest since September 2022.

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President Trump led off his State of the Union speech by addressing the state of the economy, highlighting the progress on bringing down inflation after the Biden-Powell surge that undermined America's post-pandemic recovery.

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