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Weekly Economic Report 5.22.26

  • May 27
  • 1 min read

With a slow week for economic data, we thought it time to pull back and examine a simple concept with very powerful effects – Pinch Points! We are all learning about the importance of geographic pinch points, with the closure of the Straits of Hormuz. However, there are pinch points in many economic applications – for example, gasoline prices and their impact on the bottom leg of the economic K. There are also, political pinch points, like the executive branch’s control of the legislative, courts, and Federal Reserve -- with a shift to rule by power, not rule of law. The defeat in the primaries of Senators Kennedy and Massie, along with Trump’s support for Paxton rather than Cornyn, may already have made him to a lame to Congress – at least until Jan 1. Recently, supply chain pinch points have become more apparent as demand for AI spreads beyond Nvidia, to memory chips, CPUs, and -- once again -- energy.


























































 
 
 
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