Top Traders Unplugged

SI360: The Fed, the Fiction, and the Fight for Control ft. Alan Dunne

32 snips
Aug 9, 2025
The conversation dives into how political motives are distorting economic data, drawing comparisons to emerging market practices. Alan Dunne highlights challenges in collecting accurate statistics, raising public skepticism about government inquiries. Economic complexities like tariffs and immigration's effects on growth are examined, alongside the Fed's evolving role amidst rising political pressure. They also explore the resilience of trend followers in volatile markets and stress the importance of stable returns for successful long-term investments.
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INSIGHT

Politicizing Economic Data Risks Market Trust

  • Alan Dunne warns that firing the BLS head raises the risk of politicized statistics that could unsettle markets.
  • Markets could demand higher risk premia if they fear official inflation prints become unreliable.
INSIGHT

Survey Response Rates Are Falling

  • Alan Dunne notes response rates to surveys are declining, which increases imputation in CPI and other official statistics.
  • He says poor response methods and general skepticism of government make assembling reliable stats harder.
INSIGHT

Tariffs, Immigration And Slower Trend Growth

  • Alan Dunne argues tariffs act like tax increases and have meaningfully slowed US demand and growth this year.
  • He adds immigration restrictions have reduced labor supply, lowering potential trend growth.
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