Economy

Confidence Up, Sentiment (Final) Flat

Headlines (Bloomberg) note increase in Conference Board’s Confidence index, for the first time in four months. However, the index remains pretty…

14 hours ago

How Much Will We Lose Lending to Argentina?

The $20 billion swap announced by Bessent (not on US Treasury website as far as I can…

1 year ago

WSJ Survey: Below Trend Growth

Out today: Figure 1: GDP (bold black), WSJ mean (blue), WSJ +/- 20% bounds (gray), GDPNow of…

1 year ago

Why I Think the Administration Would Be Happy to Let the October Employment Release Slip

Effective September 30th, some 105000 Federal workers who had signed up for the Deferred Resignation Program will…

1 year ago

Memo from the Midwest: Thanks, Drumpf!

November futures for soybeans collapse upon Trump’s announcement: Source: barchart.com . Source link

1 year ago

Divergence in Employment Growth, by Firm Size

Beware the aggregates. The slowdown is showing up in smaller firms first, according to BLS Business Employment Dynamics data.  …

1 year ago

Agricultural Exports through August | Econbrowser

Down from January: Figure 1: Agricultural (food, feed and beverages) exports in mn$ (tan), in mn2017$ (blue),…

1 year ago

Big Data on Trump’s War on Consumers

From Alberto Cavallo in the Harvard Gazette: See the interactive in the article. More on Cavallo et al. in this…

1 year ago

What If the Supreme Court Strikes down the IEEPA Tariffs

A lot of money is at stake. Would CBP be able to refund the monies collected (using…

1 year ago

Twenty Two Days in October

That’s what Kalshi estimates the shutdown duration, as of today. What do we miss from BLS if that transpires? BEA?…

1 year ago