Adam Shapiro

Adam Shapiro

@adamshap.bsky.social

Macrodata Refinement Personal account | Views are my own

3,801 Followers 1,198 Following 329 Posts Joined Oct 2023
1 day ago
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I sent my kids to a preschool at our local synagogue, I was always worried about something like this. Thankfully these kids are ok www.nytimes.com/live/2026/03...

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5 days ago
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Chinese import prices up about 8% over the year

www.federalreserve.gov/econres/note...

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5 days ago

“The higher December prices for Chinese imported goods of over 8% year-over-year would imply a conservative estimate of the tariff pass-through of at least 28-32%.”

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5 days ago
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Chinese import prices up about 8% over the year

www.federalreserve.gov/econres/note...

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1 week ago
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From the Dallas Fed:

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6 days ago
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The Pacific Northwest is somehow immune from the oil price shock

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1 week ago

“if the recent pace of decline continues, these immigration outflows could result in a net loss of 51,000 unauthorized immigrant workers per month in 2025, or 612,000 for the year.”

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1 week ago
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Not good

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1 week ago

“if the recent pace of decline continues, these immigration outflows could result in a net loss of 51,000 unauthorized immigrant workers per month in 2025, or 612,000 for the year.”

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1 week ago
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New data show intensifying unauthorized immigration decline, with large local variations A sudden reversal in U.S. net unauthorized immigration has important implications for the demographic outlook, labor force participation, employment growth and local labor markets.

www.dallasfed.org/research/eco...

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1 week ago
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From the Dallas Fed:

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1 week ago
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🤔

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1 week ago
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This is a big shock to oil

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1 week ago
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As another “proof of concept” of the SF Fed supply- and demand-driven inflation series:

Professional forecasters view a supply shock occurring when supply-driven inflation is high and a demand shock occurring even demand driven inflation is high

www.frbsf.org/wp-content/u...

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1 week ago
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As another “proof of concept” of the SF Fed supply- and demand-driven inflation series:

Professional forecasters view a supply shock occurring when supply-driven inflation is high and a demand shock occurring even demand driven inflation is high

www.frbsf.org/wp-content/u...

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1 week ago
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Blue is a poor color choice for land

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1 week ago
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Blue is a poor color choice for land

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1 week ago

“The number of computer programmers, who assist developers in ensuring code runs properly, was down slightly in the last year, in line with a secular decline in place for decades. Neither trend shifted much after ChatGPT’s arrival in late 2022.”

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1 week ago
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Tech Has Never Caused a Job Apocalypse. Don’t Bet on It Now. Neither theory, history nor the latest data suggests a recession driven by AI job dislocation is likely.

www.wsj.com/economy/jobs...

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1 week ago
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😳

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1 week ago
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Didn’t realize how big the Fed’s balance sheet was in the 30s

www.federalreserve.gov/econres/note...

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1 week ago
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Just the beginning?

www.frbsf.org/research-and...

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2 weeks ago
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Some perspective on how much money tariffs are bringing in

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2 weeks ago

🤔

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2 weeks ago
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Some perspective on how much money tariffs are bringing in

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2 weeks ago
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Always check both Uber and Lyft:

“NYC riders collectively forgo approximately $300 million in potential annual savings by not comparing prices between platforms”

www.nber.org/202602/diges...

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2 weeks ago

Not yet, apparently

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2 weeks ago
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Always check both Uber and Lyft:

“NYC riders collectively forgo approximately $300 million in potential annual savings by not comparing prices between platforms”

www.nber.org/202602/diges...

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2 weeks ago
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Venezuelans Hated Maduro but Are Giving His U.S.-Backed Allies a Chance The country’s interim leader, Delcy Rodríguez, is opening the oil sector under American pressure, giving her a path to legitimacy.

www.wsj.com/world/americ...

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2 weeks ago

🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸

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