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March 2025

Banks on Trump and Musk
In February, I published a piece entitled “Trump and Musk on Banks,” in which I discussed some of the early actions and statements made by members of…
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Ben Sprague
The One Housing Statistic That is Back to Pre-Pandemic Levels
Why is matters and what it means for home prices later this year
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Ben Sprague
A Look at American Household Debt
And what it means for the economy
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Ben Sprague
2
It's Hard to Tariff a Pencil
And other thoughts on trade proposals
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Ben Sprague
1
Delinquency Rates Still Low, But Rising
A curious juxtaposition over the past five years has been that despite all the political and economic turbulence around the world, banks and borrowers…
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Ben Sprague

February 2025

Trump and Musk on Banks
Five things to watch
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Ben Sprague
Your Banker Doesn't Work on Commission
And nine other things they wish you knew
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Ben Sprague
8
Could Inflation Roar Back to Life?
Now is the winter of our discontent Made glorious summer by this son of York - opening lines of Richard III, by William Shakespeare
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Ben Sprague
Construction Workers, Immigration, and Recessions
What the mix of variables tells us about the year(s) ahead
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Ben Sprague
3
© 2025 Ben Sprague
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