Corporate Sector Comes Alive
The corporate sector has received too little attention from financial media of late. Individual firms, of course, continue to attract media interest, especially if a scandal develops, but few these […]
The corporate sector has received too little attention from financial media of late. Individual firms, of course, continue to attract media interest, especially if a scandal develops, but few these […]
Tax matters have truly moved to center stage. Republicans have advanced their proposals. Though they differ from Trump’s campaign promises and from the sketch offered by the White House earlier […]
Trump, for all his rhetorical clumsiness and intellectual limitations, still sometimes makes a valid point. He does when he says that Germany is “very bad on trade.” However much Berlin […]
Had Barack Obama read his Keynes thoroughly, the American economy would look stronger today. He did embrace some of what Keynes said. His turn to public works spending to counter […]
As promised last week, this week’s blog offers a link to a more complete discussion of the White House’s tax reform/cut proposals, this one published in The National Interest. I […]
If the U.S. economy develops trouble any time soon, it will occur somewhere other than the household sector. American consumers, quite contrary to their sometimes-profligate behavior in the past, have […]
December has brought the first good news on capital spending in a long while. The Census Bureau reported that non-defense capital goods orders in October rose a remarkably robust 14.5 […]
Questions of inflation have these days come up more frequently in investment conversations. The issue and the rate of price change have remained quiescent for so long now that many […]
Capital spending continues to weaken. All indicators, whatever the source, show that business and industry remain reluctant to spend on new structures, new equipment, even new systems and computing power. […]
The country’s trade balance has improved so far this year. According to the Commerce Department, the balance of U.S. exports over imports showed a deficit of some $200 billion between […]