Interesting that Lutnick seems to have been lead on the UK deal but Bessent is driving the China engagement, with Greer working to both of them (Greer in the Oval with Lutnick now but also travelling to Geneva with Bessent).
08.05.2025 15:07 — 👍 0 🔁 0 💬 0 📌 0
March trade data shows tariffs rising even before April 2nd
07.05.2025 21:36 — 👍 1 🔁 0 💬 0 📌 0
Feeling a lot of Brexit deja vu in how American businesses are talking about tariff risk, and the political uncertainty around it.
Worth remembering how that ended up going for Britain...
05.03.2025 16:15 — 👍 7 🔁 3 💬 1 📌 0
OK, so we got another move lower in the GDPNow forecast yesterday. One that was unrelated to the trade data, leaving the tracking estimate of personal consumption at zero growth in the first quarter. I'm still inclined to think this overstates how quickly the economy weakened. Some notes ...
04.03.2025 14:58 — 👍 60 🔁 16 💬 1 📌 9
Should a waited a few hours to post this
04.03.2025 15:31 — 👍 30 🔁 7 💬 1 📌 1
After the AfD's surge on Sunday, far right parties are the most voted-for of any grouping in Europe, for the first time in history: www.economist.com/graphic-deta...
28.02.2025 17:32 — 👍 654 🔁 287 💬 49 📌 74
Histogram showing distribution of IMDb ratings for Best Picture nominees
New achievement unlocked! Emilia Pérez is now IMDb's lowest-rated Best Picture nominee of all time, an honour it shares with In Old Arizona (1928)
11.02.2025 17:26 — 👍 10 🔁 3 💬 2 📌 0
Steel Tariffs and U.S. Jobs Revisited | Econofact
The 2018 tariffs raised domestic steel prices, putting downstream U.S. manufacturing firms at a disadvantage relative to foreign competition.
In light of latest of steel/aluminum tariff threats, it's a good time to review the evidence.
This work finds job losses in metals-using sectors outweigh job gains in metal sectors ~75 to 1.
Steel Tariffs and U.S. Jobs Revisited econofact.org/steel-tariff... via @econofact.bsky.social
10.02.2025 04:16 — 👍 85 🔁 46 💬 1 📌 4
I recently did some "level accounting" for a few European countries as part of an update of some teaching material. TFP in Europe has really collapsed relative to the US since 2000. Quite striking. (I "account" for differences in K/Y and hours per working-age person in this exercise.)
23.09.2023 17:27 — 👍 17 🔁 4 💬 2 📌 1
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