Final Thoughts
Final Thoughts
Written by John Packard
December 1, 2017
I am sitting in the airport in Fort Lauderdale waiting on my flight to Las Vegas. I am on my way to attend the HARDI annual conference. If you are planning on and would like to meet with me during the conference, you can email or text me.
My email address is John@SteelMarketUpdate.com and my phone number is 770-596-6268. I am speaking at the steel committee meeting on Tuesday at 10 AM.
We are including an article in tonight’s newsletter about our SMU Key Market Indicators, which is one of the proprietary products associated with our Premium level membership. If you would like to learn more about Premium level membership and services, please contact us at info@SteelMarketUpdate.com.
A note about our Christmas and New Year’s schedule. Our last issue for the 2017 calendar year will be Thursday, Dec. 21. We will not publish any newsletters from Sunday, Dec. 24, through New Year’s Day. Our first issue for calendar year 2018 will be Tuesday, Jan. 2.
As always, your business is truly appreciated by all of us here at Steel Market Update.
John Packard, Publisher
John Packard
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Final Thoughts
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Final Thoughts
United Airlines raised eyebrows earlier this month when it provided two forecasts for 2025 – one assuming a relatively stable economy and another assuming a recession. The reason? Uncertainty around the impact of President Trump’s policy shocks on the broader economy. And it sometimes feels like we’re seeing a battle between those two narratives (stable vs recession) play out within in the pages of this newsletter.
Final Thoughts
Despite some scary headlines lately (especially about Trump potentially firing Fed Chair Jerome Powell) this is not October 2008 (financial crisis) or March 2020 (onset of the pandemic). But it sure seems like we’ve taken a relatively strong economy and poured a thick sauce of uncertainty over it.
Final Thoughts
I put some of our survey data through ChatGpt, with interesting results.