I want to weigh in on the Trump economic boom, which showed up again today, with surprisingly strong manufacturing numbers in the industrial production report. Both consumer goods and business equipment are booming. Over the past two months, the production of consumer goods is rising roughly 8 percent at an annual rate. While business equipment is running at roughly 7 percent, and for the past year over 10 percent.The Atlanta Fed GDPNow is on a run rate of 5.3 percent for the fourth quarter of 2025.Basic core retail sales are up more than 5 percent for the last year. Core consumer prices rose...

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