Lest we forget, a visual recap of what exactly happened when Trump started announcing Section 232 and Section 301 measures.
Heterogeneous Responses of Sentiment, Expectations to Economic News
From the Michigan survey of consumers:
BOFIT: “Russia continued on a more moderate growth path in July..”
From BOFIT:
FT-Booth Survey of Macroeconomists: Whose Platform Is More Inflationary/Deficit Expanding?
From the September survey, as shown in yesterday’s FT:
Doug Irwin on CNN: McKinley and Tariffs
FT-Booth September Survey of Macroeconomists: Growth or Recession?
For GDP, no recession on the short horizon:
August 2024 Wisconsin Economic Outlook Forecast
End-of-Week Nowcasts
St. Louis and NY Feds have new nowcasts.
Michigan Consumer Sentiment Up, Inflation Expectations Down
Real Average Wages
On the rise: