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Posts tagged Tariffs
Fed Themes and The Consumer - October 30, 2018

Recent Federal Reserve surveys show the economy is still expanding, albeit at a slower rate, with tariffs, labor, the supply chain, and housing discussed as problems. Consumer Confidence was, however, undaunted. President Trump tweeted about the record numbers, which were partly due to strong employment growth and strong Expectation Index.

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Housing Constriction - September 18, 2018

Despite continuing confidence among home builders, housing affordability is becoming a challenge. The growing economy is helpind demand, but also tightening the labor market, leading to significant worker shortages, especially among skilled trades. There are also signs that affordability will not improve anytime soon, with continued low unemployment, tariffs, and widespread damage from hurricanes.

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Confident Consumers, Tightness and Tariffs - August 28, 2018

Conference Board Consumer Confidence numbers indicate solid economic growth for the remainder of 2018 with both current conditions and expectations improving. Labor tightness plagues the trucking industry in FTR's State of Freight and appears in Dallas and Richmond Fed Manufacturing numbers. Trucking is also starting to be affected by tariffs.

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Fed Speak(s) - February 27, 2018

The Fed's Monetary Policy Report, released in conjunction with Jerome Powell's testimony, gave the usual boilerplate coverage of current inflation data, but offered a number of reasons as to why positive inflation momentum could continue. The Commerce Department released reports on steel and aluminum that President Trump may use to impose tariffs.

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