Now displaying: September, 2016
Sep 24, 2016
Big debate: What will Trump do? Hillary? Issues? Demeaner? Econ growth #1 issue, by far. Will Trump press it? How important? Horse race polls: Key states for both? Is Trump slipping? Will Ted Cruz campaign? Hillary hikes death tax. Are Bernie & Warren running Dems? Is Fed apolitical? Or is Trump right? Rate hike in December? Really? Wait for biz tax cut? Is Fed tighter than we think? Commodity indexes down. NGDP. TIPS. Dollar. Stocks liked Fed no rate hike. But, key indicators fell in August. Profits? Oil? Tax Foundation looks at econ plans from Hillary & Trump.
Sep 17, 2016
Trump econ plan: Big tax cuts, 4% growth, optimism, JFK/Reagan tradition. Trump plan: is a strong Trump dollar coming? False econ? Fed politicizing low rates for Obama & Hillary? Trump surge in polls: Hillary health lie? More on emails? Deplorables? Trump issues, esp econ. Swing states shift to Trump. Law & Order, cops, black outreach, softer immigration. Will Fed raise rates? Former Fed governor Kevin Warsh on need for big Fed reforms. Fed Up left-wing reforms? Political Fed? Economic optimism fades: New numbers for August uniformly bad. No productivity, no biz investment Are stocks in trouble? Falling profits; no rebound likely. Why are bond yields rising?
Sep 10, 2016
JFK and the Reagan Revolution. Would JFK be Republican today? Tax cuts & sound dollar. 15th anniversary of 9/11: we must never forget. Russia-US Syria deal? N. Korea nuke test. Hillary & Trump battle over national security. Affection for Putin? Trump intel briefing shows Obama not following military advice on ISIS. Political generals? Hillary security policy: Take-out ISIS leader. No troops on ground. Trump now hammering Hillary on Clinton cash favors, classified emails. Trump polls rising. Trump reach-out to blacks: School choice, law & order, jobs. False economy? Blame Fed? But it's tax & reg problem. Immigration ranks 6th. Econ #1. Inequality v. Growth. Wealth redistribution? Do trade deficits matter? Big stock sell-off from rate-hike fears. Profits? Why Europe has no tech boom?
Sep 3, 2016
In stagnant economy, Hillary has forgotten JFK. But Trump & GOP continue JFK-Reagan supply-side growth tradition. Soft jobs report, no inflation: Fed will not raise rates in December. The Idle Army: America's Unworking Men. Nicholas Eberstadt AEI Econ mired in business recession. Gross Output (GO) B2B supply chain falling. Did Trump get it right on immigration? No Statue of Liberty or City on a Hill. But nails criminals. Mexico? EU wants to tax Ireland and Apple: $14b. Unaccountable, unelected, lefty bureaucrats destroying Europe. Can Trump win? Closing in polls. Econ growth repetition message. Are stocks over-valued w/ profits y/y down 5 straight quarters?
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