Flooding has already claimed lives and destroyed infrastructure in Hebei, Beijing, and Tianjin. Over five feet has already fallen—more than an average year’s total rainfall and there is more on the way. There is more to this than just another bad weather forecast.

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We spoke about monetary policy last week, but let's lift the hood. Today, we'll be discussing the inflation outlook under Trump's second term, focusing on tariffs, immigration, and supply chain disruptions.

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News recently broke that France has decided to officially recognize Palestinian statehood—a move welcomed by some and ignored by others.

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We've got another economic metric for y'all to keep an eye on. Today, we're looking at total construction spending for US manufacturing capacity.

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Link to metric: https://fred.stlouisfed.org/series/TLMFGCONS#

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The Live Q&A is TODAY! Become an Analyst member on Patreon now to get in on the fun! All the info you need to join is on Patreon!

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The Live Q&A is tomorrow! Become an Analyst member on Patreon before Wed, July 30 at 12PM ET to get in on the fun!

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We’re just 3 days away from our next Live Q&A for the Analyst members on Patreon! Join us on Wed, July 30 at 12PM ET.

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We’re less than 1 week away from our next Live Q&A for the Analyst members on Patreon! Join us on Wed, July 30 at 12PM ET.

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