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MishTalk

Global Economic Trend Analysis

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The Colorado River, Lake Powell, Lake Mead Problem Finally Hits Crisis Level

There are more water rights than there is water. Higher prices will result.

Where Do You Spend Your Food Budget, at Home or Dining Out?

Starting April of 2022, people spent more on food service than grocery stores.

Which Party Will Win the Senate? Silver Bulletin Tipping Point Odds

Nate Silver sees the Senate as a tossup. I disagree.

Ford and GM Seek Tariffs on Each Other, Consumers Want Neither

Ford wants tariffs on GM's South Korea-made cars. GM wants tariffs on Ford batteries.

Trump Says “I’ll Never Apologize, You’re Just Paying a Tiny Bit More”

Trump just handed the Democrats another midterm election talking point.

Retail Sales Dive 0.6 Percent in July as Tax Refund Stimulus Abruptly Ends

The Republican tax refund stimulus is over.

Trump Orders the Navy to Restore Steam Engine Tech on Aircraft Carriers

Trump is a mechanical engineer now, hoping to make steam engines great again.

Trump’s Trade War With Canada on Verge of Becoming Economically Nasty

A USMCA trade deal breakdown with Canada is increasingly likely.

Producer Price Index PPI Was Unchanged in July but What’s Ahead?

The PPI fell 0.3% in June, mostly due to a 12% decline in gasoline. This won't last.

Texas About to Turn Blue, Talarico Now at 55 Percent in Betting Odds

Kalshi is at 55 percent for Talarico, the first cross of that level.

Look Ahead Inflation Numbers Do Not Support a Fed Pause in September

Today's CPI report is history. Let's look ahead.