April 13, 2025
Macro
Macro
Trump rolled back (most of) his retaliatory tariffs and sent markets into record-breaking volatility
Trump rolled back (most of) his retaliatory tariffs and sent markets into record-breaking volatility
Trump's latest tariff announcement turned out to be much, much worse than feared
Services PMI, home sales, and consumer sentiment all point to a weakening economy
CPI and PPI came in hotter than expected but investors couldn't be bothered
Trying to make sense of this week's jobs and consumer sentiment reports