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Tariffs pull, USMCA pushes: Toyota to Texas
Episode 45
Toyota’s $3.6 billion expansion in Texas is examined as a case study in how tariffs and trade policy may be reshaping American manufacturing, strengt…
2 months, 3 weeks ago
The Policy Response to the Trade Report Isn't Retreat, It's Resolve
Episode 44
The latest U.S. trade report showed the trade deficit widened in May, but the broader picture is more mixed. Record exports in services and energy po…
2 months, 4 weeks ago
How King George Became American Ammunition
Episode 43
The remarkable story of how patriots melted down King George III’s statue after the Declaration of Independence and transformed it into more than 42,…
3 months ago
A Steady Jobs Report Pours Cold Water On Fed Rate Hawks
Episode 42
A closer look at the latest jobs report and what it means for the economy, the Federal Reserve, interest rates, inflation, wages, and the outlook for…
3 months ago
St. Fauci and the sinner media
Episode 41
Newly declassified intelligence records raise explosive questions about Dr. Anthony Fauci, the origins of COVID-19, and the media’s role in shaping t…
3 months, 1 week ago
Four Economic Reports, One Message: No Fed Panic
Episode 40
Four major economic reports point to the same conclusion: inflation remains largely energy-driven, growth is steady, investment is strong, and the da…
3 months, 1 week ago
PPI Confirms CPI: Energy Shock, Not a Trigger For a Rate Hike
Episode 39
Not all inflation is the same. The latest CPI and PPI reports point to an energy-driven price shock, not an overheated economy. While producer prices…
3 months, 3 weeks ago
Headline CPI Number Is Hot, While Core Inflation Is Not
Episode 38
A closer look at the May CPI report shows that higher gasoline and energy prices drove most of the increase in headline inflation, while core inflati…
3 months, 3 weeks ago
Trump’s Tariff-and-Tax Strategy Is Bringing Manufacturing Home
Episode 37
New manufacturing data points to a strengthening U.S. factory sector, with the ISM Manufacturing Index expanding for a fifth straight month and reach…
4 months ago
Parsing the Residential Construction Data Through Fed Eyes
Episode 36
A cautiously recovering housing market and resilient labor data are sending a clear signal: the economy does not need another interest rate hike. Thi…
4 months, 2 weeks ago