All Facts Matter
@newsletter.allfactsmatter.us
September Incomes And Outlays Echoes September CPI, Ignores 3rd Quarter GDP
As with the CPI data, the Personal Income and Outlays data does nothing half so well as derail everyone’s favorite narrative.
That may be its best quality.
Read more about it.👇
As with the CPI data, the Personal Income and Outlays data does nothing half so well as derail everyone’s favorite narrative.
That may be its best quality.
Read more about it.👇
September Incomes And Outlays Echoes September CPI, Ignores 3rd Quarter GDP
All Narratives Are Once Again Derailed By September Data
newsletter.allfactsmatter.us
December 24, 2025 at 2:00 PM
September Incomes And Outlays Echoes September CPI, Ignores 3rd Quarter GDP
As with the CPI data, the Personal Income and Outlays data does nothing half so well as derail everyone’s favorite narrative.
That may be its best quality.
Read more about it.👇
As with the CPI data, the Personal Income and Outlays data does nothing half so well as derail everyone’s favorite narrative.
That may be its best quality.
Read more about it.👇
Winter Is Coming For Inflation
For October and November at least, we are in an economy where inflation is being slowly brought under control, where energy prices are rising more slowly, and goods prices are actually falling.
Read more about it.👇
For October and November at least, we are in an economy where inflation is being slowly brought under control, where energy prices are rising more slowly, and goods prices are actually falling.
Read more about it.👇
Winter Is Coming For Inflation
November CPI Summary Shows Disinflation And Deflation Across The Board
newsletter.allfactsmatter.us
December 19, 2025 at 2:00 PM
Winter Is Coming For Inflation
For October and November at least, we are in an economy where inflation is being slowly brought under control, where energy prices are rising more slowly, and goods prices are actually falling.
Read more about it.👇
For October and November at least, we are in an economy where inflation is being slowly brought under control, where energy prices are rising more slowly, and goods prices are actually falling.
Read more about it.👇
Trump Gave A Speech To Start The Mid-Term Elections
With last night’s speech, Donald Trump declared the 2026 mid-term campaign to have begun.
Read more about it.👇
With last night’s speech, Donald Trump declared the 2026 mid-term campaign to have begun.
Read more about it.👇
Trump Gave A Speech To Start The Mid-Term Elections
Trump Means To Dominate The 2026 Election Cycle. Will He Succeed?
newsletter.allfactsmatter.us
December 18, 2025 at 2:00 PM
Trump Gave A Speech To Start The Mid-Term Elections
With last night’s speech, Donald Trump declared the 2026 mid-term campaign to have begun.
Read more about it.👇
With last night’s speech, Donald Trump declared the 2026 mid-term campaign to have begun.
Read more about it.👇
Jobs Report Once Again Has Positive Headline, Negative Details
America is losing jobs. America has been losing jobs.
If these trends continue, the US economy is in very serious trouble.
Read more about it.👇
America is losing jobs. America has been losing jobs.
If these trends continue, the US economy is in very serious trouble.
Read more about it.👇
Jobs Report Once Again Has Positive Headline, Negative Details
The Jobs Recession Is Still Getting Worse. Is Anyone Paying Attention?
newsletter.allfactsmatter.us
December 17, 2025 at 2:00 PM
Jobs Report Once Again Has Positive Headline, Negative Details
America is losing jobs. America has been losing jobs.
If these trends continue, the US economy is in very serious trouble.
Read more about it.👇
America is losing jobs. America has been losing jobs.
If these trends continue, the US economy is in very serious trouble.
Read more about it.👇
Goldman's China Growth Dream is All Wrong
China’s future economic outlook is bleak heading towards catastrophic.
Read the full article.👇
China’s future economic outlook is bleak heading towards catastrophic.
Read the full article.👇
Goldman's China Growth Dream is All Wrong
China Isn’t Growing, No Matter What The Vampire Squid Claims
newsletter.allfactsmatter.us
December 15, 2025 at 2:00 PM
Goldman's China Growth Dream is All Wrong
China’s future economic outlook is bleak heading towards catastrophic.
Read the full article.👇
China’s future economic outlook is bleak heading towards catastrophic.
Read the full article.👇
Powell's Press Conference Pleases
Powell got the facts all wrong but stuck to the narrative on the economy. That was all Wall Street wanted of him.
Read more about it.👇
Powell got the facts all wrong but stuck to the narrative on the economy. That was all Wall Street wanted of him.
Read more about it.👇
Powell's Press Conference Pleases
He Got The Facts Wrong But The Narrative Right. That's All Wall Street Wanted.
newsletter.allfactsmatter.us
December 11, 2025 at 2:01 PM
Powell's Press Conference Pleases
Powell got the facts all wrong but stuck to the narrative on the economy. That was all Wall Street wanted of him.
Read more about it.👇
Powell got the facts all wrong but stuck to the narrative on the economy. That was all Wall Street wanted of him.
Read more about it.👇
Lather. Rinse. Repeat.
The most outrageous aspect of the dismal October JOLTS data is that none of this is exactly newsworthy.
Read more about it.👇
The most outrageous aspect of the dismal October JOLTS data is that none of this is exactly newsworthy.
Read more about it.👇
Lather. Rinse. Repeat.
JOLTS Data Shows Jobs Recession Continuing To Get Worse
newsletter.allfactsmatter.us
December 10, 2025 at 2:00 PM
Lather. Rinse. Repeat.
The most outrageous aspect of the dismal October JOLTS data is that none of this is exactly newsworthy.
Read more about it.👇
The most outrageous aspect of the dismal October JOLTS data is that none of this is exactly newsworthy.
Read more about it.👇
The ADP Jobs Alarm: US Jobs Are Disappearing
The data from ADP and other sources all agree: America is losing jobs.
This is not an "uncertain" jobs environment. This is a jobs recession, and it just got worse.
Read the full article.👇
The data from ADP and other sources all agree: America is losing jobs.
This is not an "uncertain" jobs environment. This is a jobs recession, and it just got worse.
Read the full article.👇
The ADP Jobs Alarm: US Jobs Are Disappearing
Is Washington Or Wall Street Paying Attention?
newsletter.allfactsmatter.us
December 4, 2025 at 2:00 PM
The ADP Jobs Alarm: US Jobs Are Disappearing
The data from ADP and other sources all agree: America is losing jobs.
This is not an "uncertain" jobs environment. This is a jobs recession, and it just got worse.
Read the full article.👇
The data from ADP and other sources all agree: America is losing jobs.
This is not an "uncertain" jobs environment. This is a jobs recession, and it just got worse.
Read the full article.👇
President Trump Has Not Forgotten The Autopen. You Shouldn't Either
If any staffer can affix a Presidential signature to a document without express authorization, how much faith can we place in Presidential authority?
Read the full article.👇
If any staffer can affix a Presidential signature to a document without express authorization, how much faith can we place in Presidential authority?
Read the full article.👇
President Trump Has Not Forgotten The Autopen. You Shouldn't Either
More Than Just "Conspiracy Theory"
newsletter.allfactsmatter.us
December 1, 2025 at 2:00 PM
President Trump Has Not Forgotten The Autopen. You Shouldn't Either
If any staffer can affix a Presidential signature to a document without express authorization, how much faith can we place in Presidential authority?
Read the full article.👇
If any staffer can affix a Presidential signature to a document without express authorization, how much faith can we place in Presidential authority?
Read the full article.👇
Factory Prices Confirm US Economy is Going Nowhere
The economy didn’t get better. It didn’t get worse.
It just stayed the same.
Are we drifting into stagflation? Sliding toward deflation?
Read more about it.👇
The economy didn’t get better. It didn’t get worse.
It just stayed the same.
Are we drifting into stagflation? Sliding toward deflation?
Read more about it.👇
Factory Prices Confirm US Economy is Going Nowhere
New Price Report, Same Old Story
newsletter.allfactsmatter.us
November 26, 2025 at 2:00 PM
Factory Prices Confirm US Economy is Going Nowhere
The economy didn’t get better. It didn’t get worse.
It just stayed the same.
Are we drifting into stagflation? Sliding toward deflation?
Read more about it.👇
The economy didn’t get better. It didn’t get worse.
It just stayed the same.
Are we drifting into stagflation? Sliding toward deflation?
Read more about it.👇
"Too Late" Powell About To Make Another Big Mistake
Jerome Powell’s final Christmas gift to the United States: deepening recession potentially spiraling into a depression.
Read the full article.👇
Jerome Powell’s final Christmas gift to the United States: deepening recession potentially spiraling into a depression.
Read the full article.👇
"Too Late" Powell About To Make Another Big Mistake
The Data Demands A Big Rate Cut Powell Won't Make
newsletter.allfactsmatter.us
November 24, 2025 at 2:00 PM
"Too Late" Powell About To Make Another Big Mistake
Jerome Powell’s final Christmas gift to the United States: deepening recession potentially spiraling into a depression.
Read the full article.👇
Jerome Powell’s final Christmas gift to the United States: deepening recession potentially spiraling into a depression.
Read the full article.👇
Jobs Report Has One Good Number, Lots Of Grim Ones
When you only read the headlines, you think the job market is booming.
When you look at all the data, you see something else.
This is not a "Golden Age" for American workers.
Read the full article.👇
When you only read the headlines, you think the job market is booming.
When you look at all the data, you see something else.
This is not a "Golden Age" for American workers.
Read the full article.👇
Jobs Report Has One Good Number, Lots Of Grim Ones
Manufacturing Down, Real Wages Flat, Joblessness Up. That’s the Reality.
newsletter.allfactsmatter.us
November 21, 2025 at 2:00 PM
Jobs Report Has One Good Number, Lots Of Grim Ones
When you only read the headlines, you think the job market is booming.
When you look at all the data, you see something else.
This is not a "Golden Age" for American workers.
Read the full article.👇
When you only read the headlines, you think the job market is booming.
When you look at all the data, you see something else.
This is not a "Golden Age" for American workers.
Read the full article.👇
The Shutdown Is Over, So Time For...Epstein?
Congress should be focusing on returning to dealing with the nation’s business, with Obamacare and SNAP very near the top of the priority list.
Instead we get Jeffrey Epstein.
Read the full article.👇
Congress should be focusing on returning to dealing with the nation’s business, with Obamacare and SNAP very near the top of the priority list.
Instead we get Jeffrey Epstein.
Read the full article.👇
The Shutdown Is Over, So Time For...Epstein?
Are The Epstein Files Really The Most Pressing Issue Facing This Country?
newsletter.allfactsmatter.us
November 18, 2025 at 2:00 AM
The Shutdown Is Over, So Time For...Epstein?
Congress should be focusing on returning to dealing with the nation’s business, with Obamacare and SNAP very near the top of the priority list.
Instead we get Jeffrey Epstein.
Read the full article.👇
Congress should be focusing on returning to dealing with the nation’s business, with Obamacare and SNAP very near the top of the priority list.
Instead we get Jeffrey Epstein.
Read the full article.👇
ADP Jobs Report Looks Good, But Just Does Not Satisfy
Once again, all the narratives are proven wrong.
There is no “Golden Age”. There is no economic collapse.
We are in neither boom nor bust. We are simply…stuck.
Read more about it.👇
Once again, all the narratives are proven wrong.
There is no “Golden Age”. There is no economic collapse.
We are in neither boom nor bust. We are simply…stuck.
Read more about it.👇
ADP Jobs Report Looks Good, But Just Does Not Satisfy
Once Again, America's Economic Outlook Is Neither Boom Nor Bust, Just "Stuck"
newsletter.allfactsmatter.us
November 7, 2025 at 2:24 PM
ADP Jobs Report Looks Good, But Just Does Not Satisfy
Once again, all the narratives are proven wrong.
There is no “Golden Age”. There is no economic collapse.
We are in neither boom nor bust. We are simply…stuck.
Read more about it.👇
Once again, all the narratives are proven wrong.
There is no “Golden Age”. There is no economic collapse.
We are in neither boom nor bust. We are simply…stuck.
Read more about it.👇
Liquidity Crisis On The Horizon?
The recent surge in overnight repo activity may be a leading indicator that America’s banks are not generating enough lending activity to ward off a liquidity crisis.
Read more about it.👇
The recent surge in overnight repo activity may be a leading indicator that America’s banks are not generating enough lending activity to ward off a liquidity crisis.
Read more about it.👇
Liquidity Crisis On The Horizon?
Is "Too Late" Powell Also "Too Little"?
newsletter.allfactsmatter.us
November 5, 2025 at 2:01 PM
Liquidity Crisis On The Horizon?
The recent surge in overnight repo activity may be a leading indicator that America’s banks are not generating enough lending activity to ward off a liquidity crisis.
Read more about it.👇
The recent surge in overnight repo activity may be a leading indicator that America’s banks are not generating enough lending activity to ward off a liquidity crisis.
Read more about it.👇
When Jay Powell Speaks, Markets Tank
Does the Federal Reserve have any real grasp on monetary policy in this country, or where the US economy might be headed next?
Read more about it.👇
Does the Federal Reserve have any real grasp on monetary policy in this country, or where the US economy might be headed next?
Read more about it.👇
When Jay Powell Speaks, Markets Tank
Despite Giving Wall Street Its Expected Rate Cut, Powell Once Again Spooked Investors
newsletter.allfactsmatter.us
October 30, 2025 at 1:01 PM
When Jay Powell Speaks, Markets Tank
Does the Federal Reserve have any real grasp on monetary policy in this country, or where the US economy might be headed next?
Read more about it.👇
Does the Federal Reserve have any real grasp on monetary policy in this country, or where the US economy might be headed next?
Read more about it.👇
Shutdown Poker: The Republicans Are Playing A Weak Hand Smarter Than The Democrats
If politicians are going to be dumb enough to use voters as “leverage”, they need to be smart enough not to openly admit to doing it.
Read more about it.👇
If politicians are going to be dumb enough to use voters as “leverage”, they need to be smart enough not to openly admit to doing it.
Read more about it.👇
Shutdown Poker: The Republicans Are Playing A Weak Hand Smarter Than The Democrats
Winning Does Not Require A High Hand, Merely A Higher Hand
newsletter.allfactsmatter.us
October 28, 2025 at 1:02 PM
Shutdown Poker: The Republicans Are Playing A Weak Hand Smarter Than The Democrats
If politicians are going to be dumb enough to use voters as “leverage”, they need to be smart enough not to openly admit to doing it.
Read more about it.👇
If politicians are going to be dumb enough to use voters as “leverage”, they need to be smart enough not to openly admit to doing it.
Read more about it.👇
Muddled CPI Data Vindicates No One
What the September CPI data really tells us:
* Overall inflation is rising.
* Core inflation is slowing down.
* The tariffs everyone worried about are NOT causing massive price jumps.
Read the full article.👇
What the September CPI data really tells us:
* Overall inflation is rising.
* Core inflation is slowing down.
* The tariffs everyone worried about are NOT causing massive price jumps.
Read the full article.👇
Muddled CPI Data Vindicates No One
The Economy Isn’t Booming or Busting — It’s Just Stuck
newsletter.allfactsmatter.us
October 27, 2025 at 1:01 PM
Muddled CPI Data Vindicates No One
What the September CPI data really tells us:
* Overall inflation is rising.
* Core inflation is slowing down.
* The tariffs everyone worried about are NOT causing massive price jumps.
Read the full article.👇
What the September CPI data really tells us:
* Overall inflation is rising.
* Core inflation is slowing down.
* The tariffs everyone worried about are NOT causing massive price jumps.
Read the full article.👇
When Will The Shutdown End?
The shutdown will end when Democrats and Republicans decide the Kabuki of the shutdown, and the intentional infliction of economic distress on various constituencies, has gone on long enough.
Read the full article.👇
The shutdown will end when Democrats and Republicans decide the Kabuki of the shutdown, and the intentional infliction of economic distress on various constituencies, has gone on long enough.
Read the full article.👇
When Will The Shutdown End?
Does Either Side Know When To Flinch? Don't Bet On It.
newsletter.allfactsmatter.us
October 22, 2025 at 1:00 PM
When Will The Shutdown End?
The shutdown will end when Democrats and Republicans decide the Kabuki of the shutdown, and the intentional infliction of economic distress on various constituencies, has gone on long enough.
Read the full article.👇
The shutdown will end when Democrats and Republicans decide the Kabuki of the shutdown, and the intentional infliction of economic distress on various constituencies, has gone on long enough.
Read the full article.👇
Powell Proves (Again) That He Ignores The Data
Powell is changing his tune on interest rates, but it is not because of the data. It can’t be—the data literally has not changed.
Read more about it.👇
newsletter.allfactsmatter.us/p/powell-pro...
Powell is changing his tune on interest rates, but it is not because of the data. It can’t be—the data literally has not changed.
Read more about it.👇
newsletter.allfactsmatter.us/p/powell-pro...
Powell Proves (Again) That He Ignores The Data
The Same Deteriorating Jobs Trends We've Seen For Months Now Are Worthy Of A Rate Cut
newsletter.allfactsmatter.us
October 16, 2025 at 1:01 PM
Powell Proves (Again) That He Ignores The Data
Powell is changing his tune on interest rates, but it is not because of the data. It can’t be—the data literally has not changed.
Read more about it.👇
newsletter.allfactsmatter.us/p/powell-pro...
Powell is changing his tune on interest rates, but it is not because of the data. It can’t be—the data literally has not changed.
Read more about it.👇
newsletter.allfactsmatter.us/p/powell-pro...
China’s Bold Trade Move Could Backfire Big
China just fired a massive shot in the global trade war, and this time, it's not just aimed at the US.
Is this a gambit for a better trade deal, or a self-inflicted wound?
Read the full article.👇
allfacstmatter.substack.com/p/chinas-bol...
China just fired a massive shot in the global trade war, and this time, it's not just aimed at the US.
Is this a gambit for a better trade deal, or a self-inflicted wound?
Read the full article.👇
allfacstmatter.substack.com/p/chinas-bol...
China’s Bold Trade Move Could Backfire Big
No One Is Likely To Win This Latest Trade War Escalation
newsletter.allfactsmatter.us
October 13, 2025 at 1:02 PM
China’s Bold Trade Move Could Backfire Big
China just fired a massive shot in the global trade war, and this time, it's not just aimed at the US.
Is this a gambit for a better trade deal, or a self-inflicted wound?
Read the full article.👇
allfacstmatter.substack.com/p/chinas-bol...
China just fired a massive shot in the global trade war, and this time, it's not just aimed at the US.
Is this a gambit for a better trade deal, or a self-inflicted wound?
Read the full article.👇
allfacstmatter.substack.com/p/chinas-bol...
Democrats Fought for a Shutdown. They Got One. Now What?
Both Democrats and Republicans wanted this fight. Now the fight is here, and the Democrats' policy position remains astonishingly weak.
Read the full article.👇
Both Democrats and Republicans wanted this fight. Now the fight is here, and the Democrats' policy position remains astonishingly weak.
Read the full article.👇
Democrats Fought for a Shutdown. They Got One. Now What?
Democrats Boxed Themselves Into A Shutdown Disaster
newsletter.allfactsmatter.us
October 6, 2025 at 1:01 PM
Democrats Fought for a Shutdown. They Got One. Now What?
Both Democrats and Republicans wanted this fight. Now the fight is here, and the Democrats' policy position remains astonishingly weak.
Read the full article.👇
Both Democrats and Republicans wanted this fight. Now the fight is here, and the Democrats' policy position remains astonishingly weak.
Read the full article.👇
From Whimper to Scream: ADP Report Shows US Losing Jobs
Private employers just shed 32,000 jobs in September.
The US labor market isn't just slowing down; it's actively deteriorating—and faster than we thought.
Read the full article.👇
Private employers just shed 32,000 jobs in September.
The US labor market isn't just slowing down; it's actively deteriorating—and faster than we thought.
Read the full article.👇
From Whimper to Scream: ADP Report Shows US Losing Jobs
The Jobs Recession Is Getting Worse
newsletter.allfactsmatter.us
October 2, 2025 at 1:01 PM
From Whimper to Scream: ADP Report Shows US Losing Jobs
Private employers just shed 32,000 jobs in September.
The US labor market isn't just slowing down; it's actively deteriorating—and faster than we thought.
Read the full article.👇
Private employers just shed 32,000 jobs in September.
The US labor market isn't just slowing down; it's actively deteriorating—and faster than we thought.
Read the full article.👇
Not With A Bang But A Whimper
American labor markets are deteriorating. American labor markets have been deteriorating for some time, and that has accelerated in recent months.
Read more about it.👇
American labor markets are deteriorating. American labor markets have been deteriorating for some time, and that has accelerated in recent months.
Read more about it.👇
Not With A Bang But A Whimper
The BLS Last Jobs Report Before The Government Shuts Down Shows Labor Markets Getting Worse.
newsletter.allfactsmatter.us
October 1, 2025 at 1:01 PM
Not With A Bang But A Whimper
American labor markets are deteriorating. American labor markets have been deteriorating for some time, and that has accelerated in recent months.
Read more about it.👇
American labor markets are deteriorating. American labor markets have been deteriorating for some time, and that has accelerated in recent months.
Read more about it.👇
No Golden Age: Inflation is Back, But Your Paycheck Isn't
If this is a Golden Age, why does it still feel like survival mode?
We’re not headed for collapse — but we’re not building strength either.
Read the full article.👇
If this is a Golden Age, why does it still feel like survival mode?
We’re not headed for collapse — but we’re not building strength either.
Read the full article.👇
No Golden Age: Inflation is Back, But Your Paycheck Isn't
Main Street Is Still Waiting For The Boom
newsletter.allfactsmatter.us
September 29, 2025 at 1:00 PM
No Golden Age: Inflation is Back, But Your Paycheck Isn't
If this is a Golden Age, why does it still feel like survival mode?
We’re not headed for collapse — but we’re not building strength either.
Read the full article.👇
If this is a Golden Age, why does it still feel like survival mode?
We’re not headed for collapse — but we’re not building strength either.
Read the full article.👇