U.S. Twin Deficits - Budget & Trade
Jun 24 2019

U.S. Twin Deficits: Budget & Trade

U.S. Twin Deficits: Budget & Trade May Trump’s fiscal gamble not pay off? Meanwhile, the U.S. twin deficits continue to grow. Image: LPL Research

Increased Productivity Boosts Profits Margins
May 16 2019

Increased Productivity Boosts Profits Margins

Increased Productivity Boosts Profits Margins When a company increases productivity, it makes more products without increasing costs. Higher productivity can improve the company’s profit margin and total profits. During this business cycle, productivity has increased at an average rate of 1.3% year-over-year. But productivity has been cut in half since the previous business cycle. You…

tariff cartoon
May 06 2019

Tariffs Are a Hidden Tax on American Consumers and Companies

Tariffs Are a Hidden Tax on American Consumers and Companies Tariff man is back! Keep in mind that trade war costs to consumers and companies. Tariffs are a hidden tax on American consumers and US firms. Trump’s trade war hurts the U.S. economy and stocks.

Low unemployment cartoon
May 05 2019

U.S. Unemployment Rate at 3.6% in April 2019

U.S. Unemployment Rate at 3.6% in April 2019 This is the lowest level since 1969!  Is this a sign of a booming economy? In any case, the U.S. economy does appear to be gaining momentum and that’s good news. See how the U.S. productivity has increased under Trump. Image: Hedgeye Risk Management LLC

Bloomberg Dollar Spot Index
Apr 25 2019

Why Is the Dollar So Strong?

Why Is the Dollar So Strong? There are several reasons for this: – Interest rates differential – Strong American economy and no immediate recession– American geopolitical dominance– Market shadow over Donald Trump’s re-election Image: The Daily Shot