Category Archives: Main Page

Rocks and hard places leave no easy out

Posted on April 30, 2025 by Danielle Park

This morning, the first quarter 2025 US GDP estimate disappointed with a -0.3% annualized contraction (vs. -0.2% annualized estimate). At the same time, US consumer confidence surveys show future expectations at a 14-year low (below via Bloomberg, see US consumer … Continue reading →

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US imports from China plunge

Posted on April 29, 2025 by Danielle Park

Gene Seroka, Port of LA executive director, joins ‘Squawk Box’ to discuss the impact of tariffs on U.S. imports and shipments, impact of new tariffs on Chinese goods on shipments from China, tariff impact on retailers, and more. Here is … Continue reading →

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Risk-off following familiar pattern

Posted on April 28, 2025 by Danielle Park

The extremely over-valued, tech-concentrated US stock market has been a bug in search of a window for a long time.  Trump’s chaos is accelerating an inevitable mean reversion that started with the bursting of the AI bubble on China’s DeepSeek … Continue reading →

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