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Still Humming
While growth is cooling somewhat, America’s economic engine is indeed still humming
Oct 20
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The Transcript
5
The Transcript Q3 2025 Letter
Reviewing the key themes from Q3 2025 through C-suite quotes
Oct 14
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The Transcript
14
1
Just a Blip
Hopefully, the US government shutdown is short-lived
Oct 6
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11
September 2025
Doing Pretty Well
The American economy is doing pretty well at this time
Sep 29
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The Transcript
3
Lower Rates
Jerome Powell: I feel like our policy has been doing the right thing so far this year
Sep 23
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8
The Anchor of Strength
The consumer is an anchor of strength in our current economy
Sep 15
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7
Things are Going Fine
"There has been a gradual cooling in labor market conditions to levels similar to those that prevailed in the years prior to the pandemic."
Sep 8
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5
1
Winning the AI Race
Open source models may be critical to winning the future of AI
Sep 2
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The Transcript
13
August 2025
Throwing a Bone
Powell: The shifting balance of risks may warrant adjusting our policy stance
Aug 25
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The Transcript
6
Some Uneasiness
Earnings commentary last week felt a little less rosy than other recent weeks
Aug 18
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6
Rate Cuts Expectations Rising
A delay in taking action could result in a deterioration in labor market conditions and a further slowing in economic growth
Aug 11
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The Transcript
9
All the Way Optimistic
The fears of economic recession have eased
Aug 4
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The Transcript
20
1
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