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EIB #18 - "You're Hired!" Picking Powell's Successor
Jobs smash expectations, "no recession" in May and June, ideas for picking Powell's successor, and Powell's "Marbury moment" to secure the Fed's…
Jul 3
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Christopher M. Russo
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EIB #18 - "You're Hired!" Picking Powell's Successor
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June 2025
EIB #17 - Eliminating Interest on Reserves
BEA revises down its estimate of Q1 real GDP growth, Sen. Cruz proposes eliminating paying interest to banks for their reserve balances, and I answer…
Jun 26
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Christopher M. Russo
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EIB #17 - Eliminating Interest on Reserves
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EIB #16 - Are The Rates Too Damn High?
The Fed keeps rates steady despite Pres. Trump's call for a 2.5 percentage point cut and VP Vance's accusation of "monetary malpractice."
Jun 18
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Christopher M. Russo
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EIB #16 - Are The Rates Too Damn High?
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EIB #15 - Inflation Was Minimal in May
On today's CPI inflation report, and suggested messaging.
Jun 11
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Christopher M. Russo
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EIB #15 - Inflation Was Minimal in May
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EIB #14 - Strong Jobs Number Beats Expectations
On today's jobs report, a RecessionWatch update, and answering questions about U.S. demographic data and the interest rate on U.S. federal debt.
Jun 6
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Christopher M. Russo
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EIB #14 - Strong Jobs Number Beats Expectations
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May 2025
EIB #13 - Losing Money by Minting Money
Today's revision to Q1 real GDP, federal outlays are still above their pre-pandemic trend, the possible consequences of raising the debt limit in small…
May 29
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Christopher M. Russo
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EIB #13 - Losing Money by Minting Money
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EIB #12 - The No-Growth, Deficit-Financed Tax Cut
The House reconciliation bill would dramatically accelerate the spiral of federal debt-to-GDP. In turn, it risks reigniting inflation. Conservatives…
May 19
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Christopher M. Russo
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EIB #12 - The No-Growth, Deficit-Financed Tax Cut
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EIB #11 - Inflation During the First 100 Days
Key takeaways from today's CPI report, charts comparing inflation under Biden's and Trump's first 100 days, and the bottom line on the House's fiscal…
May 13
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Christopher M. Russo
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EIB #11 - Inflation During the First 100 Days
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EIB #10 - The UK Trade Deal is Small Potatoes
On my "no recession" call for April 2025, and the announced trade deal with the UK
May 9
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Christopher M. Russo
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EIB #10 - The UK Trade Deal is Small Potatoes
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EIB #9 - The Crocodiles Get a Tariff
On today's Fed decision, the "100% tariff" on movies from "foreign lands," and more from the mailbag.
May 7
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Christopher M. Russo
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EIB #9 - The Crocodiles Get a Tariff
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EIB #8 - Answering Questions from Staffers
On today's jobs report, and answering a few common questions from staffers about GDP and federal spending.
May 2
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Christopher M. Russo
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EIB #8 - Answering Questions from Staffers
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April 2025
EIB #7 - Ignore Hollywood's Crocodile Tears
On today's GDP print, and why Republicans should ignore Hollywood's crocodile tears.
Apr 30
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Christopher M. Russo
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EIB #7 - Ignore Hollywood's Crocodile Tears
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