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Trump Canada Tariff Pause Hinges on a Deal That Has No Published Terms
The Trump Canada tariff pause announced on 18 August 2026 is being read by most commentators as progress toward a trade agreement. The numbers underneath the headline suggest a more…
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July Retail Sales Data Tells a Stronger Story Than the Headlines Suggest
The prevailing read on the July retail sales data is that Amazon Prime Day distortions muddied an otherwise solid month. That framing is not wrong, but it may be underselling what the numbers…
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Money market fund real yields turn negative as inflation outruns the cash crowd
The consensus read on America’s money market fund real yields is that households are behaving rationally, parking cash in safe, interest-bearing vehicles while they wait for the dust to…
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Five Operational Habits of Resilient Small Firms
Five Operational Habits of Resilient Small Firms Every small business owner knows the feeling of a month that starts calmly and ends in chaos. A supplier slips a deadline, a key member of…
