Daily Brief: Trade Deficit Hits $88.6B as Import Surge Overwhelms Export Dip
The U.S. trade deficit widened 20% to $88.6B in July as imports surged. Productivity revised up to 1.4%, unit labor costs fell to 1.2%, and job cuts...
Daily Brief: Trading Partner Inflation Check — July/August 2026
Six of nine US trading partners saw inflation decline as the Iran-war energy shock fades. The US rate fell to 3.4% but competitive pressure from...
Daily Brief: Claims Hold at 215K, But Consumers Pull Back as Iran Strikes Send Oil Surging
Jobless claims beat expectations at 215K, but consumer credit rolled over and the trade deficit exploded to $77.6B — all while US airstrikes on Iran...
Daily Brief: Trading Partner Inflation Check — May/June 2026
US inflation hits 4.2% — its highest since April 2023 — as energy shocks ripple through America's top trading partners. Five of nine countries see rates rise. The global inflation…
Labor Shortages In Mexico Impacting Japan
We’re moving into a whole new paradigm in the labor market. For years now we’ve been reporting on US labor shortages caused by too many baby boomers retiring and not…
State of The Economy
The S&P 500 reached all time highs on Friday so what is the real state of the economy? We dug thru various sets of data to try to figure it…
Is It Time To Invest In Mexico?
The Federal Reserve of Dallas noted that Mexico has overtaken China as the largest trading partner and with China’ deteriorating demographics, recent spat with Apple and de-globalization & re-shoring is…
Labor Shortages: Spain Approach vs UK Approach
We write a great deal about labor shortages in the United States but the problem isn’t unique to the US. The labor shortages in the UK are beginning to become…
October 2022 – US Top Trading Partner Inflation Check
Most of the inflation data is in except Japan which is usually consistent at three percent so we updated our top trading partner inflation charts sans Japan inflation. As you…
London Has Fallen, Paris Has Risen
We came across an interesting article from The Independent which states that Paris is now Europe’s largest stock exchange. London has fallen from first place. Britain has lost its position…