Thursday, April 17, 2025

An Extraordinary Surge in Uncertainty


An Even Dumber Idea Than Tariffs
https://www.wsj.com/opinion/an-even-dumber-idea-than-tariffs-treasurys-economy-policy-ab1834c3
If import taxes don’t rebalance the economy, will Trump try a partial default on Treasurys?

 
Shifting Narratives and Rising Uncertainty Pose a Risk to the American Economy by V. Jayakumar
https://www.ut.edu/content/dam/ut/uploadedFiles/Academics/Business/tbe-spring-2025.pdf