Earlier this month, the Federal Reserve Bank of New York released an analysis showing that Americans – not foreign companies or governments – are paying 90 percent of the cost of Donald Trump’s tariffs.
Category: TRENDS ON THE U.S. ECONOMIC FRONT – Feb 24 2026
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PRIVATE LENDER DUMPS $1.4 BILLION IN ASSETS, RATTLING INVESTORS
The private credit industry, a magnet for wealthy investors not long ago, has been slammed by a loss of confidence after two companies deep in private debt went spectacularly bankrupt last year.
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U.S. IMMIGRATION IS DOWN 80 PERCENT, RECONFIGURING LABOR MARKET
The Trump administration’s sweeping deportation of immigrants and draconian shift on U.S. immigration policy has cut net immigration into the U.S. by 80 percent, according to a Goldman Sachs study released this month.
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THE “GREAT RESIGNATION” BECOMES THE GREAT JOB CONTRACTION
At the end of the COVID War, workers owned the labor market. Companies were desperate for help as they scrambled to restore their sales and supply lines; new employees could command four- and even five-figure hiring bonuses.
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HOUSING STARTS SURGED AT THE END OF 2025 BUT BUILDERS REMAIN GLUM
In December, construction began on 4.1 percent more single-family homes than in December 2024, the census bureau said. The 981,000 new units represent an increase from November’s 942,000 and October’s 894,000.
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ORDERS FOR U.S.-MADE CAPITAL GOODS RISE MORE THAN EXPECTED IN DECEMBER
U.S. factories received 0.6 percent more orders for non-defense capital goods other than aircraft in December compared to November, the U.S. commerce department reported, and the agency revised its November figure upward to a 0.8-percent increase.
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U.S. 2025 TRADE DEFICIT RIVALS 2022’S RECORD LEVEL
Despite Donald Trump’s tariff blitz, the U.S. piled up a trade deficit of $901.5 billion in 2025, coming close to the record of $923.7 billion set in 2022.
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U.S. GDP GREW BY JUST 1.4 PERCENT IN LAST YEAR’S FOURTH QUARTER
The U.S. economy expanded by 1.4 percent in 2025’s final quarter, barely half of the 2.5 percent forecast by Dow Jones.
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MARKET OVERVIEW
As we had forecast, one of our Top Trends for 2026 is a Dot-com Bust 2.0, and now that reality is hitting The Street. Yesterday, U.S. equities plunged as the Wall Street gambling gang could no longer ignore the reality of how artificial intelligence will overtake human intelligence in many business sectors.
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TRUMP EMPLOYS ‘PLAN B’ AFTER SUPREME COURT RULING ON ‘RECIPROCAL’ IMPORT TARIFFS
The Trump administration responded to the Supreme Court’s ruling last week that President Donald Trump exceeded his authority when he imposed tariffs under the International Emergency Economic Powers Act (IEPPA) in a 6-3 opinion that was seen as a blow to the White House’s economic agenda.