That’s Jason Miller, supply chain expert at MSU, noting 40% tariff to remain on Brazilian coffee (and other) exports to the United States, according to ABCNews.
“Until we hear Brazil get mentioned, I wouldn’t get excited”
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How Would One Detect Wag the Dog?
On November 12, a small tranche of emails from the Epstein estate were released. Interest in Jeffrey Epstein as measured by Google Trends spiked.
The Trump Agenda and the Housing Stock
Think deportations and construction labor force (not housing demand), and tariffs and construction costs.
Truflation’s “Strategic Adviser”: BLS should “…expand the use of public-private partnerships”
Longer quote from EJ Antoni in Townhall:
NBER BCDC Key Indicators – What Do We Know and What Do We Have Guesses For
Key indicators, and my guesses:
Coffee, as of September 2025 (since next reading will be November)
Average price per pound:
No October Employment Situation and CPI Releases (Ever?)
From Bloomberg:
The October jobs and consumer price index reports are unlikely to be released due to the government shutdown, White House Press Secretary Karoline Leavitt said Wednesday.
…
EJ Antoni on “Improving” Economic Statistics
Torsten Slok’s (Slightly Late) Halloween Entry
Nowcasting the Core Price Level
CPI and PCE, as of 11/11, from Cleveland Fed: