Category: Macro & Markets
Macro economic analysis, financial markets, Federal Reserve policy, inflation, and economic trends.
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IMF World Economic Outlook
The IMF Econ outlook: Growth is uneven: the U.S. remains stronger than others. U.S. GDP Q3 2025 was 4.3% The strength came from 1. Tech & Ai investment 2. Rebound from the govt shutdown. Projections for the U.S. gdp growth for 2026 @ 2.4% (revised up .3%) and 2027 @ 2%. ****Scott Bessent @ the Read more
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Tariffs & The Fed headed into 2026
Kiel institute found that U.S. buyers paid 96% of the tariff burdens that raised from the Liberation day tariffs imposed by the Trump Administration. That sounds like a hidden tax on the public and with the Supreme Court hearing popular in the news right now: we could hear a decision any time. This piece supports the Read more