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United States
Competitiveness: two tales of systemic reform with Trump and Macron
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Some thoughts on healthcare, inequality, and Baumol’s disease
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Jobs data: The US will hike in June amid high structural unemployment
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April 2017 Jobless claims show the US economy chugging along
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Auto sales stalling for the fourth month on the trot
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The Fed will continue to look through weak Q1 data
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What will policy normalization mean for credit markets (wonkish)
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Canada’s soft lumber and dairy are easy targets for Trump’s ‘America First’ strategy
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Jobless claims and ADP data positive ahead of jobs report
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Why the Fed minutes show the FOMC moving toward Bullard and balance sheet shrinkage
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