#Unemployment among recent college graduates has been blamed on #AI, but this article finds the root causes to be more nuanced. via @ft.

Is #stagflation in our future? Perhaps. but it will be mild, compared to past episodes. Our perspectives here:

Are we witnessing the beginning of the end of American "exceptionalism?" #Economically, at least, that conclusion seems premature. Here's why:

The flow of #immigration across the Mexican border has slowed from a flood to a trickle. This will have important consequences for the U.S. #labor market. Some thoughts here:

The focus of #tariff tension briefly shifted to Europe last month. A deal between the #EU and the U.S. will require complicated negotiations. Our view on the issues and the process here:

Two years ago, everyone was talking about #reshoring, #friendshoring and other efforts to shift production away from Asia and towards North America. But those efforts have stalled amid this year's trade battles. Reflections here:

The bills for #studentloans are due again. and delinquencies are escalating. Some borrowers may see their wages garnished to cover the obligations. Our thoughts on the situation, and the impact on #consumers here:

Recent #trade pacts with #Britain and #China reduce the odds of extreme outcomes, but #tariffs are still set to escalate sharply. Our review of what was done, and what was left undone, here:

I'll bet most of you don't know much about Scandium or Yttrium, but they are very important elements for certain types of production. Background on #rareearthmetals here:

Will #tariffs bring jobs back to U.S. workers and factories back to U.S. communities? A review of the last 80 years of American manufacturing offers some insights and lessons learned. Our analysis here:

Even if a country isn't facing the highest #tariffs, they could be affected through their trade relationships with nations that are harder-hit. #Australia is case in point. Reflections here:

Rumors surrounding the dumping of #Treasury debt are greatly exaggerated. Background here:

Government criticism of the #Fed is unwelcome, but not at all unprecedented. U.S. Presidents have routinely tried to exert influence, and one of them actually closed the central bank down. Some historical perspective here:

The #FederalReserve meets today. The #economic backdrop is complicated by the fact that "hard" data (like the unemployment rate) and the "soft" data (like consumer confidence) are telling different stories. Some thoughts on this dichotomy here:

#Oil prices are down, providing some relief for consumers. But #electricity prices are poised to deliver a jolt. Some thoughts on the energy picture here:

#Gold has been popular. and valuable of late. Some of this is glitter, however. Thoughts on this unique asset here:

#Canada Prime Minister #Carney visits Washington this week, hoping to re-set #economic relations. The two countries are better together, but Canada is not without avenues for growth if it sets out more on its own. Thoughts here:

#Inflation can hatch from unexpected places. The strange case of #eggflation and its impact on the #FederalReserve is covered in our latest video:

The Smoot Hawley #tariffs of 1930 wrecked #economies and raised geopolitical risk. A history lesson (which we do NOT want to repeat) here:

#Tariffs on the #auto industry are still very much in force, and they will cause discomfort for foreign and domestic producers alike. Our analysis of the consequences here: