What To Grow, What Needs To Go

While reading one of my "go-to" business publications this week, the message was clear: “uncertainty” is a killer for the economy—and the cause of anxiety for executives (see Economic Uncertainty Has Never Felt This Uncertain). One measure of that uncertainty is the U.S. Economic Policy Uncertainty (EPU) Index, which is at an all-time high except for the first year of the pandemic (see The US Economic Policy Uncertainty Index Is The Highest It’s Ever Been — Pandemic Excluded). The index measures business sentiment which is currently driven by tariff volatility, unclear tax policy, federal spending debates . . .