From The Hill:
Source: Times of Israel.
A new volume from the World Bank, Office of Chief Economist:
Letter released today:
Per release today. In standardized terms, U.Michigan Sentiment and Conference Board Confidence are at the same level in September.
In a discussion with myself and Aaron Zitzelsberger (WEDC), at UW Madison, Thursday 2 October 2025, sponsored by the Alexander Hamilton Society at UW Madison .
Relying on GDP might provide a misleading impression of regained momentum.
This is what I found on the Bureau of Industrial Security/Dept of Commerce website:
Today we are fortunate to present a guest post written by N. Kundan Kishor (University of Wisconsin-Milwaukee).
I was wondering what happens to measured economic policy uncertainty during government shutdowns. In point of fact, EPU (as measured by the Baker, Bloom and Davis index) rises, but the increase is on average dwarfed by events like Covid-19/”Bleach” advice, and “Liberation Day”.
Some people argue the concurrent dollar decline and Treasury yield incrase was attributable to liquidity issues as repicing occurred against a backdrop of a rising share of price sensitive Treasury holders. Others that it was a flight away from the US dollar assets spurred by tariff uncertainty (see a discussion here). Here’s the picture people know, the dollar vs. US Treasurys: