Notes on the Economy – Q2 2025 Summary
May 29, 2025
Households and businesses stepped up purchases of foreign goods in Q1, buying
in advance of need in order to front-run the imposition of very scary tariff increases.
Tariffs Likely Will Slow Growth To Nil by Year End
April 29, 2025
AMG analysis: Latest tariffs could slow growth to zero while boosting inflation and unemployment.
Can High Tariffs Fund the Federal Government?
April 24, 2025
A brief history of tariffs in the United States and their declining importance.
Tariffs and the Turbulence Ahead
April 22, 2025
Lower economic growth and further turmoil are almost certain, but it is not the time to panic.
Analyzing The Global Chessboard
April 8, 2025
Ambassador Christopher Hill draws from his long and storied diplomatic career for his perspective on current geopolitical hotspots.
Trump Aims To Change the World
April 3, 2025
Trump’s tariff strategy has some merit, but investors should brace for a roller-coaster ride until that becomes clear.
A Beautiful Word? The Facts About Tariffs
March 20, 2025
Here’s the truth about tariffs: They tend to work best when they are used for non-economic reasons.
Notes on the Economy – Q1 2025 Summary
February 27, 2025
Recently the river of data flowing from reporting agencies has been lacking in clarity, with some key items being contradictory and questionable.
2025-2027 Economic Outlook: Expectation of a Soft Landing
February 4, 2025
WEBINAR REPLAY: See AMG experts discuss their forward outlook for the economy and markets.
Finding the Courage To Take Down the Debt
January 28, 2025
Deficit and debt: Does America finally have the courage to curtail government spending?