What happens when the government finally does the numbers

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Recorded17 Nov 2025

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Handlerec:2891841

Show notes

Tomorrow's when we’re supposed to learn more about how imports and exports have been faring from the Bureau of Labor Statistics, though the 43-day government shutdown may still delay that data release. What might those numbers be able to tell us (whenever they do come out) about some of the impacts of the president’s tariffs? Plus, China has a glut of EVs, and that oversupply is starting to spill over into the rest of the world.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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