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Minneapolis is not an outlier. It is a case study in risk evaluation.

Bankers are trained to think about risk in familiar terms: interest rates, credit quality, capital ratios and macroeconomic cycles. What they are less accustomed to modeling—but increasingly cannot ignore—is the economic cost of civic disruption. Recent events in Minneapolis illustrate why. An amicus brief I filed in federal litigation involving the Minneapolis immigration enforcement program , Operation Metro Surge, documents $275–$320 million in cumulative economic harm tied to prolonged civic unrest, business shutdowns, school disruptions and emergency public-sector costs. These losses are not abstract. They translate directly into revenue volatility, labor-market disruption, impaired small-business cash flow and declining commercial corridor performance—all of which matter to banks. Small businesses in affected areas experienced revenue declines of 50% to 80% on disruption days, while public-sector overtime and emergency coordination costs exceeded $5 million per month. The burden ...
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When Economics Meets Civic Duty: Why Disruption in Minnesota Matters to Every Investor

Minnesota has been at the center of national attention — not for its lakes or its winters, but for the economic earthquake rippling through its communities. Cities like Minneapolis and St. Paul have seen repeated protests, shutdowns, and demonstrations tied to federal enforcement actions. What began as local unrest has become a national protest wave , with activists, students, and workers taking to the streets in dozens of cities. These events aren’t isolated headlines — they are economic phenomena with real, measurable impact. As economists and impact investors, we are trained to look for systemic signals — not just speculation. In my recent research and expert filing in federal court, I modeled the economic effects of this multifaceted disruption, and the findings are sobering: Minnesota’s economy could face between $270 million and $400 million in cumulative harm by the end of 2026 — and that’s a conservative estimate . 1. What’s Happening on the Ground From Minneapolis to San An...

Spot The Difference

  Which group best represents the future? Which group do you trust?

Observing Trump vs. Cook as my first hearing at the Supreme Court. Sol Tran. Whitman College.

As an economics student, I have spent countless hours studying and analyzing Federal Reserve policies in textbooks, but nothing prepared me for the chance to go to a Supreme Court hearing concerning those policies. The case I attended, Donald J. Trump, et al. v. Lisa D. Cook , centers on whether Trump can fire Federal Reserve Board governor Lisa Cook. The hearing was two hours of arguments. Solicitor General D. John Sauer, arguing for President Trump, spent time detailing how Lisa Cook allegedly made conflicting representations on two mortgage applications within a two-week period in 2021.  What impressed me the most was Justice Sotomayor’s intervention. She systematically dismantled the government’s emergency posture argument. Firstly, the president by his own admission, cannot fire Cook for policy disagreements. Secondly, Cook has not been incompetent or negligent while in office; the grounds for removal concerns pre-office conduct. Lastly, the Fed’s independence is important, an...

Wholesale Price Trends and What the December 2025 PPI Means for Black and Minority Firms

The Producer Price Index (PPI) —the Bureau of Labor Statistics’ measure of price changes received by U.S. producers—provides an early look at inflation pressures that ripple through our economy long before they show up in consumer prices. On January 30, 2026, the BLS reported that the PPI for final demand rose 0.5% in December 2025 , with prices for services rising sharply and goods prices essentially unchanged. On an annual basis, producer prices climbed about 3.0% in 2025 after rising 3.5% in 2024. ( Bureau of Labor Statistics ) While these headline figures matter for macroeconomic policy and markets, the real question for small business owners—especially Black and minority entrepreneurs —is how these wholesale price dynamics intersect with their costs, pricing power, industry exposures, and geographic realities. 1. PPI: A Leading Indicator for Business Costs in Key Industries The PPI covers industry-level price changes across thousands of goods and services, letting us see which s...

Consumer Confidence Is Cracking at the Top — and That’s a Warning for Investors

For much of the past two years, U.S. economic growth has rested on an uncomfortable truth: it has been carried disproportionately by high-income households . While inflation, housing costs, and credit tightening constrained most consumers, those earning over $100,000 continued to spend—and in doing so, propped up GDP growth. That support is now wavering. According to the January 2026 Macro Update from Morning Consult, consumer confidence among high-income earners has fallen sharply and unusually fast, prompting a downgrade of sentiment risk for this group from Medium to High . Over just 16 days, the Index of Consumer Sentiment (ICS) for households earning more than $100,000 declined by 17.4 points , a 12.3% drop in only 30 days —one of the steepest declines in the series’ history. For impact investors, this is not a curiosity. It is a leading indicator . The Consumer-Led Growth Model Is Showing Its Limits Morning Consult’s data make clear why this shift matters. In 2025, nearly all ...

UPDATED ANALYSIS: Q3 2025 GDP — 4.4% Growth? More Questions Than Answers.

On January 22, 2026 , the Bureau of Economic Analysis released its updated estimate of U.S. economic growth for the third quarter of 2025 — adjusting the earlier preliminary number upward from 4.3% to 4.4% . ( Bureau of Economic Analysis ) This revision confirms the economy expanded at its fastest pace in two years , fueled by continued strength in consumer spending, exports, government outlays, and investment .  However, when we step beyond headlines and into the underlying data environment, a more nuanced and cautionary picture emerges — one that affirms much of the skepticism in our earlier analysis . 📈 What BEA’s Updated Estimate Says According to BEA: Real GDP grew 4.4% annually in Q3 2025 (July–September).  This is up from the initial 4.3% estimate and above economists’ expectations.  The increase was driven by consumer spending, business investment, exports, and government spending — while imports declined, which mechanically boosts GDP. Industry data show bro...