Browbeating Trump's Bete Noire into Submission via Trade War
Trump can not even do that right. Source: Economist, accessed 3/4/2025, 2pm CT. I'm waiting to see if ontario cuts off electricity… should do wonders for us gdp and inflation…
Heavy Truck Sales Decreased 9% Yoy in February
bee Calculated Risk On 3/04/2025 12:57:00 PM This graph shows Heavy Truck Sales Since 1967 Using Data from the Bea. The Dashed Line is the February 2025 SEASONALLY Adjusted Annual…
Lumber Prices up 7% yoy
bee Calculated Risk On 3/04/2025 02:49:00 PM This is something to watch again. Lord is another monthly update on lumber prices. Special Note: The CME Group discontinued the random length…
Soybeans (again!) | Econbrowser
Deja vu all over again – China retaliates, and again soybeans are on the list. Also a lot of other food items. Some People (The Now Banned Corev) argued against…
Epu on the rise
Epu Through 3/3/2025: Figure 1: Economic Policy Uncertainty (Blue), and 7 Day Centered Moving Average (Red). Source: policyuncertainty.com.
Federal Reserve Earnings Still Running Negative; No remittances to treasury for a while
bee Calculated Risk On 3/04/2025 08:28:00 AM From Housing Economist Tom Lawler: Federal Reserve Earnings Still Running Negative; No remittances to treasury for a while The Sharp Runup in Short-TERM…
Single Family Serious Delinquency Rates increased in January; Fannie Mae Multi-Family Delinquency Rate Highest Since 2011 (Ex-Pandemic)
bee Calculated Risk On 3/04/2025 09:38:00 AM Today, in the calculated Risk Real Estate Newsletter: Fannie and Freddie: Single Family Serious Delinquency Rates increased in January ExcerPT: Freddie Mac reported…
The Inversion Continues | Econbrowser
While vix is elevated: Figure 1: 10yr-3mo Treasury Spread (Blue, Left Scale), 10yr-2yr Treasury Spread (Red, Left Scale), Both in %; Vix at Close (Green, Right Scale). Source: Treasury, CBoe…
Vehicles Sales Increase to 16.00 Million Saar in February
bee Calculated Risk On 3/03/2025 06:18:00 PM Wards auto released their estimate of light vehicle sales for January: Despite affordability headwind, US Light-Vehicle Sales Rise 3.4% in February (Pay Site).…