COMMENTARY July 31, 2025

Un-Common Sense In An Irrational WorldWe Challenge the Conventional WisdomTM ~

ECONOMIC REPORTS

Two important reports on the U.S. economy were reported today in the Wall Street Journal. The first was that the U.S. economy returned to growth in the second quarter— with GDP rising at a seasonally and inflation adjusted 3% annual rate—after contracting in the first quarter. The second report was that the Fed held rates steady for a fifth consecutive meeting, but heard rare dissents from two officials seeking an immediate cut.

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