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No Data, No Jobs
As the United States enters November under the continuing government shutdown, the absence of official economic data is proving more damaging than expected. Nearly 2 million federal workers remain furloughed or unpaid, sending ripples through local economies and undermining consumer stability. With no government data releases, the world’s largest economy is effectively flying blind. This first Friday in November should have brought the Employment Situation Report from the Bu
David Solomon
Nov 8, 20253 min read


Solomon Macro: A Static Analysis of Tariff War 2.0’s Impact on China (5 April 2024)
Following on from our macro observations the last couple of days, we wish to take a stab at making a quick and dirty analysis on the...
David Solomon
Apr 5, 20253 min read


Solomon Macro: Tariff War 2.0 (3 April 2024)
Asian markets and U.S. futures tumbled Thursday following U.S. President Donald Trump’s announcement of big increases in tariffs
David Solomon
Apr 3, 20252 min read
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