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GDP Data Reveal Green Shoots for the Trump Manufacturing Boom
Episode 14
Revised third-quarter GDP is an early signal the Trump manufacturing boom is taking root. Growth rose to 4.4%—driven by rising exports, falling impor…
5 months, 2 weeks ago
Washington Whiner — Jay Powell Says DOJ Oversight Threatens Fed Independence
Episode 13
Jay Powell says a DOJ investigation threatens Fed independence—but this isn’t about interest rates. It’s about whether Powell misled Congress under o…
5 months, 3 weeks ago
Disarming China’s Soybean Weapon
Episode 12
China has weaponized American soybeans for years—using the cancel button to pressure our farmers and bend U.S. trade policy. In this episode, I expla…
5 months, 3 weeks ago
Inflation Is Contained. Tariffs Aren’t the Problem. The Fed Should Cut Rates.
Episode 11
The December CPI report delivers three clear conclusions: tariffs aren’t driving inflation, inflation is now running near the Fed’s target, and the d…
5 months, 3 weeks ago
President Trump just drew a red line in the housing market—and Wall Street hates it.
Episode 10
In this episode, I break down President Trump’s plan to stop large institutional investors from buying up more single-family homes. Wall Street has b…
5 months, 3 weeks ago
President Trump Takes On the Homeownership Lockout
Episode 9
In this episode of The Navarro Express, I break down the real cause of the homeownership lockout: mortgage rates that push monthly payments beyond wh…
5 months, 3 weeks ago
50,000 Jobs—and Unemployment Falls? Trump Sealed the Border. Here’s the Math
Episode 8
Today’s jobs report looks confusing at first glance: job growth came in at just 50,000—well below expectations—yet the unemployment rate fell. In thi…
5 months, 4 weeks ago
Wall Street Missed Again — And at This Point, It’s Not an Accident
Episode 7
In this episode, I break down why the economy is growing at a 4.3% annual rate, far above expectations, and why the so-called experts still don’t und…
6 months, 1 week ago
Politico’s Fake News on Farmers: Blame President Trump, Ignore China
Episode 6
Politico says Democrats have found a “rare opening” with rural America. I explain why that’s pure fiction. China deliberately targeted American agric…
6 months, 1 week ago
A Very Good CPI Print — and a Clear Vindication of Trump’s Economic Strategy
Episode 5
Inflation just came in far below expectations—and every major economist missed it. CPI is now running near 1.2% annualized, wages are beating inflati…
6 months, 2 weeks ago