-
Macro and Policy Weekly Wrap-Up
This week, I joined Al Sharq News to discuss the U.S. economic outlook amid the government shutdown, divisions within the Federal Reserve, and rising investor anxiety. I explained that uncertainty is rising as the U.S. faces both a data blackout and growing policy confusion. The Fed is effectively operating in the dark, internally divided, politically constrained, and rapidly losing credibility. The economy, meanwhile, is slowing. Private indicators such as ADP, ISM, and the Conference Board all suggest weakening job conditions and persistent inflation in services. With the official data flow halted, these signals ... (full story)