DeepSeek Has Blackwell
China doesn’t need to participate in Donald Trump’s pay-to-play deal with Nvidia, apparently. Hot on the
‘The Hassett Premium’
One consequence of a Kevin Hassett Fed is likely to be increased market concern around
Trump Says Lowering Rates Is ‘Litmus Test’ For New Fed Chair
Donald Trump wants the Fed to keep cutting rates. Did he mention that? Because if
More Layoffs, Fewer Quits Add To Evidence Of Labor Market Cracks
There were 7.67 million job openings across the US economy on the last business day
US Hiring Registers A Pulse, Small Business Worry Grows
Good news: The trend in US private sector hiring improved late last month. That was
Nvidia’s New Pay-To-Play
If I were the Party in Beijing, I’m not sure how I’d approach Donald Trump’s
Maybe Trump Does Have A Macro Plan For 2026
Over the weekend, in “Dead End,” I suggested The White House has no real plan
Middle-Class Should Do Well In 2026. The Poor, Not So Much
Good news for the middle-class in America. Statements like that should always be accompanied by
Trillion-Dollar Man
China’s export machine rumbled back last month after sputtering in October, a relief for an
Year-End Stock Rally Has Green Light, Popular Strategist Says
The back half of December should be strong for US equities. Note the emphasis. A
Trump’s Plan B For Controlling The FOMC
March 1. That’s the deadline for confirming regional Fed presidents, and it matters because the
What To Expect From 2025’s Final FOMC Meeting
A rate cut. That’s what to expect. Spoiler alert, I know. The Fed will deliver
Weekly: Dead End
During his first and, mercifully for Republicans, only, debate with Kamala Harris, Donald Trump famously
Feel The Burns
Soon enough, Donald Trump will announce Jerome Powell’s successor. That person — probably Kevin Hassett
‘Relatively Dismal’: Another Month, Another Record Mood Low
Could’ve been worse? That’s a question. I’m not sure of the answer. The preliminary read
The BEA’s Open!
The BEA’s open. Hooray! After a lengthy blackout brought on by the longest US government
The 2020s In One Chart
You’ve heard it again and again. More times, probably, than you care to by now:
JPMorgan Sees Path To S&P 8,000 On ‘FOBO’
Were you curious as to what America’s largest bank expects for US equities in 2026?
Melting Jobs Market Mocks Trump’s ‘Golden Age’ Narrative
How seriously should we take alternative measures of the world’s most important macro readout? That
Holiday-Impacted Claims Plunge Is Meaningless
Mind the holiday distortion. I’ll say it again: Mind the holiday distortion. I’m not necessarily
Hiring Plans Lowest in 15 Years As Christmas Hires Plunge
Last month, one unfortunate soul with tens of thousands of social media followers took it
2025 Becomes Fifth Worst Year Ever For US Job Cuts
For just the third time since 2008, US firms announced more than 70,000 job cuts
Hassett Has It?
Bad news is good news. You know how it goes. The US labor market’s plainly
Green Shoots? US Home Purchase Apps Hit 33-Month High
Don’t look now, but a key measure of purchase activity in the still-beset US housing
Small Businesses Turn On GOP With 120,000 Mass Layoff
A year ago, Donald Trump’s presidential second coming triggered the largest increase on the marquee
Stagflation Mercifully Eases Across Vast US Services Sector
When all else fails — as it appears to be currently — you can always
Trump Loses The Labor Market
Donald Trump just lost it. The US labor market, I mean. Sure, you could argue
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