April PPI: Stagflation Surges It is possible the biggest energy price shifts are already behind us. That would mean the biggest stagflation concerns may already be behind us as well, or soon to be behind us. Read more about it.👇

The Energy Shock Deepens We have stagflation. The fog of war means we do not know how much stagflation we will ultimately have. Read the full article.👇

April Jobs Report: War Did Not Stop Hiring But.... With the war with Iran, this is a cautionary jobs report, and a warning that future months are not likely to be at all as good. Stagflation is (almost certainly) coming. Read the full article.👇

The End Of The Islamic Republic: More War? This war has cost much. As steep as those costs are likely to become, is there any good answer to the question “what is the alternative?” Read the full article.👇

April ADP: More Signals The Jobs Recession Is Ending The ADP report raises the expectation bar for Friday’s April Employment Situation Summary. Read the full article.👇

March JOLTS Report: The End Of The Jobs Recession? March was a strong month for jobs in this country. If April is close to the same despite the headwinds of war, we may begin to consider the jobs recession coming to an end. Read more about it.👇

The End Of The Islamic Republic: IRGC Escalates With UAE Strike Tonight the ceasefire is holding. Tonight, the IRGC is still in charge in Tehran. How long either of those statements remains true is anyone’s guess. Read more about it.👇

The End Of The Islamic Republic: Tehran Turns To Islamabad The best assessment of Pakistan’s move is that it offers Iran a band-aid when it needs a tourniquet to stop the bleeding. Read the full article.👇

March PCE: Energy Price Inflation Is Real We are going to see elevated energy prices again in April. How much we see either inflationary impacts or stagflationary impacts beyond energy prices remains to be seen. Read more about it.👇

Has Stagflation Come To China? The outcome of the war with Iran is going to determine how much and how fast China’s economy goes from bad to worse. Read the full article.👇

The End Of The Islamic Republic: What About China? Will China number among the winners or the losers when this war with Iran finally ends? The data we have does not favor China emerging from this war better off than before. Read the full article.👇

The End Of The Islamic Republic: Acid Tripped? Closing the Strait of Hormuz is imposing a number costs on the global economy. The burden of those costs is falling on just about everyone’s shoulder’s except the United States’. Read the full article.👇

March PPI: Better Than Expected If the price surge lasts long enough, we will see higher fuel costs push up prices in other categories as well. Read more about it.👇 newsletter.allfactsmatter.us/p/march-ppi-...

The Energy Shock Has Arrived Will we have inflation or stagflation? So long as the fog of war lingers over Operation Epic Fury, we are not going to know.

The End Of The Islamic Republic: Islamabad Talks Fail Can global commerce proceed smoothly when vital waterways are vulnerable to the whims of various regional powers and conflicts? Read the full article.👇

February PCE: The End Of "More Of The Same" March will bring a jump in consumer price inflation. March may bring significant shifts in both income and consumption. We do not know what April will look like at all. Read more about it.👇

The End Of The Islamic Republic: Apocalypse Later? There will be “experts” who will assess with confidence how the ceasefire will play out. None of them have a clue what they are talking about. Read the full article.👇 newsletter.allfactsmatter.us/p/the-end-of...

March Jobs Report: Great Numbers, But Is It Too Good to Be True? The March jobs report paradoxically is likely to be both too good to be true and still good. Read the full article.👇

ADP Reports Second Consecutive Month Of Solid Job Growth While the jobs recession in this country has not gotten any worse, neither has it gotten any better. Read the full article.👇

President Trump Briefs The Nation On Epic Fury Is the end of the Islamic Republic near? We still do not know, but if ever there was a time when that was more likely than not, it is now. Click to watch the full video.👇

February JOLTS Report—"Fugly" Confirmed The February JOLTS data shows us the Employment Situation Summary data is not exaggerating just how tight and toxic US job markets are. Read the full article.👇

The End Of The Islamic Republic: Chaos Reigns Virtually every conceivable scenario for what happens next in this war remains very much on the table. Virtually every conceivable scenario could be what happens next in this war. Read the full article.👇

Powell Says No Stagflation — But He's Wrong We are not experiencing stagflation at present. We are at far greater risk of stagflation than either Washington or Wall Street have the courage to admit. Read the full article.👇

January JOLTS—Largely Good News The JOLTS report stands as a useful reminder that the jobs outlook in this country is rarely as positive or as negative as the major reports will make it out to be. Read more about it.👇

PCE Price Index Shows Little Change. That's A Problem We’ve endured “lost decades” of stagnation and deflation already. Signs that we may be about to go through that again are not at all comforting. Read more about it.👇

The End Of The Islamic Republic: Not Over Yet All that we really know about consequences of this war with Iran will be is just this: This war is not over yet. Read the full article.👇

February CPI Report Shows Inflation Mostly The Same President Trump’s policies have not produced significant consumer price inflation. Read the full article.👇 newsletter.allfactsmatter.us/p/february-c...

The End Of The Islamic Republic: What Next? When Operation Epic Fury does end, for Iran it will not be the end of the crisis. It will not even be the beginning of the end. At most, it will be the end of the beginning. Read the full article.👇

The February Jobs Report Is Just Plain Ugly Main Street is still waiting for its “Golden Age” to arrive. Main Street is still asking when its economy will get better. Read more about it.👇

ADP Reports Job Growth—Can The Data Be Trusted? Going by the January revisions, the ADP data for February appears to be relatively “clean”. Read more about it.👇

The End Of The Islamic Republic: No Surrender As of this evening, Iran remains defiant. Iran remains hostile. Iran is making a great show of being determined to fight the US and Israel no matter what. Read more about it.👇

Inflation Warnings From PPI, But It’s More Complicated Than Tariffs Tariffs are just not a primary pressure pushing up prices. The data simply does not get us there. Read the full article.👇

The End Of The Islamic Republic Update: A Victory For Intel Ops Operation Epic Fury is a remarkable demonstration of US intelligence gathering capabilities, making this attack on Iran a subtle warning to the rest of the world Read more about it.👇

The End Of The Islamic Republic Update: Ayatollah Khamenei Is Dead Operation Epic Fury/Operation Roaring Lion has succeeded in delivering a major body blow to the Islamic Republic, and quite possibly a fatal one. Read more about it.👇

The End Of The Islamic Republic Update: The Republic Strikes Back Will the Khamenei regime survive this obvious attempt at regime change by the United States and Israel? Read more about it.👇

The End Of The Islamic Republic? Events are still unfolding in Iran, but we may be witnessing the destruction of the Islamic Republic of Iran. Read more about it.👇

The Supreme Court Ignored The Law To Void Trump's Tariffs The Supreme Court ignored precedent on Trump's tariffs, and therefore the law. The proper response is to ignore their ruling. Read the full article.👇

Inflation Rises But Signs of Stagflation Emerge The Personal Income and Outlays Report is a cautionary tale. We have a rise in inflation. We have continued lack of increase in disposable income. Either continuing is bad news. Read the full article.👇

John Roberts' Tariff Ruling Is Simply Wrong Chief Justice Roberts is wrong in his opinion, he is wrong on the facts, and he is wrong on the law.

Trump Tops Biden on Wages—With a Catch The data does show President Trump having positive impact on wages and earnings. The data also shows that success is not the entire story. Read more about it.👇

Inflation Cools to 2.4% In A Clear President Trump Win The US economy has its share of problems still. At least for now, inflation is not one of them. Read the full article.👇

Jobs Are Growing, Breitbart? If we are going to apprehend the state of the US economy accurately, we have to be willing to look at the realities conveyed by labor market data. Read more about it.👇

130,000 Jobs Added. One Million Jobs Erased. Yesterday we saw reminders that optimism does not change data, but data can (and very likely did) change optimism. Read the full article.👇

Everyone Is Hopeful On The Economy. Should They Be? Right now Wall Street and Main Street want to be hopeful. Hopefully, they’ll be proven right. Read the full article.👇

ADP Show The Jobs Recession Getting Worse Without jobs, economic prosperity cannot happen in this country. Without a reversal of manufacturing job loss, America can never become a manufacturing superpower. Read more about it.👇

Corporate Media Stuck On "Muh Tariffs" Ultimately, the TLDR on what is driving factory gate inflation is almost always going to be “it’s complicated”. Read the full article.👇

Speech Or Silence: Don Lemon Is A Terrorist Don Lemon’s arrest was a defense of the First Amendment’s guarantee of freedom of worship. It was a hope that consequences will come for those who violate the House of God. Read the full article.👇

Job Recession Ending? Amazon’s layoffs are a reminder that the jobs data has to get much better across the board before we can comfortably feel the jobs recession is at an end. Read more about it.👇

Powell Ignores Jobs Recession, Bows To Wall Street A healthy economy is one that is showing decent growth across all sectors. That is not the US economy at present--not that Jay Powell cares even a little bit. Read more about it.👇

A New American Civil War Comes How does one properly describe one’s own country self-destructing? That is exactly what is happening in Minnesota. Read more about it.👇