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My wife and I have become huge F1 (Formula One Racing) fans over the past 5 years. I love the fact that these drivers are on the edge and the difference between first and last can be less than a couple of seconds over 50-70 laps. They take corners pulling 3-6 G’s sometimes 6-10 times a lap. They are tremendous athletes. …
Read more about Trump and F1 – Something in Common?
The Fed’s favorite measure of inflation was released, and we saw it inch up. But once again, diving into the data to try and understand where tariff pressures were showing up and where they were still docile, revealed quite a bit.
For starters, I still love the Trimmed Mean PCE (average inflation) reading from the Dallas Fed. It strips off the highs and lows and averages the middle. This month for instance, eggs were down 60% and household linens were up 90%. The average inflation figure allows us to strip out the highs and lows (because many of those could be simply data anomalies on a specific month) and get to “real” street level inflation. It also incorporates real world inflation that comes through food and energy, if that is applicable in a common month unlike core inflation readings that strip those out. …
Read more about Tariff Pressure is Showing
Data is coming in just about as volatile as tariff policy these days. The Dallas Federal Reserve monthly survey of manufacturing activity dipped last month, but it rebounded in one of the sharpest recovery periods in nearly four years. It jumped 20 points to 21.3. …
Read more about Manufacturing Survey Surges