Jonathan H. Todd

Finance, Investing, Economics

Tag: Donald Trump

Americans might be too optimistic about the U.S. economy. For now.

Where GDP goes, consumers follow.

Yesterday the Commerce Department reported that the U.S. economy grew at a 0.7% annualized rate in Q1, below estimates of 0.9%. There were some positive underlying trends within the report, but the market took this as a disappointment.

The bigger worry is that the GDP report and the University of Michigan’s Consumer Sentiment – which measures how people feel about the prospects of economic growth and their own budgets – track each other.

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The 3 charts to start your day: Le spread, Trump’s economy, and the retail apocalypse

Good morning. Here are 3 charts that are driving the chatter around finance, investing, and economics today.

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When political consolidation hurts: Brexit version

Theresa May should get a full vote of confidence from the Tories, but will that actually result in real policy? Ask Donald Trump.

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Where Does the Dollar Go From Here?

The dollar has become the bellwether for the Trump administration’s economic policies, but it’s unclear where the greenback will go from here.

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Watching the Post-Election 2/10 Spread

The spread between 2-year and 10-year Treasuries provides a good benchmark for how investors feel about the Trump administration.

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Populism and Globalization: Short-run, Long-run, and Also-Ran

Use all the macroeconomic models to point out the flaws of anti-globalization you’d like, it’s only going to add fuel to the fire.

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Private Equity, Mitt Romeny, and Donald Trump: Lessons in Inconsistency

Watch any given night of coverage leading up to the Iowa Caucus, and you wish for those halcyon days of the Romney/Ryan tickets: two clearly smart people with quite different, yet relevant, skill sets, running as the GOP ticket. While one day Mitt’s dangerous streak was on full display – he could get pinpoint his message with full detail without seeming pedantic or professorial, like Obama – the next day, he seemed to have all the grace of a three year old petting a puppy.

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