
1. Business Cycle Indicator Sit-Rep
Menzie Chinn discusses indicators related to the business cycle, particularly focusing on potential recession signals and economic data analysis.
your daily dose of economic commentary
Menzie Chinn discusses indicators related to the business cycle, particularly focusing on potential recession signals and economic data analysis.
The post discusses the implications of 23andMe's bankruptcy on consumer genetic data privacy and the potential fate of customers' genetic information.
An argument that trade deficits are not inherently negative and that they can coexist with beneficial foreign investment, challenging common political misconceptions about tariffs.
Menzie Chinn analyzes recession probabilities using Michigan sentiment data, PMI, and CISS, highlighting differing predictions for April and discussing implications for economic forecasting.
Nate Silver discusses the positive implications of recent economic developments related to Trump and Musk, emphasizing their potential benefits for the stock market and the economy.
Bill McBride discusses the decline in COVID deaths and the decision to stop tracking hospitalizations as metrics change.
Bill McBride discusses the recent increase in coincident indexes for 43 states, indicating improved economic conditions according to the Philly Fed's data.
Andrea Hsu discusses federal workers losing health care coverage amid legal disputes over firings and rehiring processes.
Jon Murphy discusses Adam Smith's opposition to tariffs and critiques current trade policies, particularly those of Trump, emphasizing the importance of free trade.
Alex Tabarrok discusses the consequences of expanding federal control over universities and the political hubris of the left, highlighting the dangers of state power.
Alina Selyukh discusses how major brands like Pepsi and Procter & Gamble are reducing financial forecasts due to concerns about American consumer spending.
Bill McBride discusses the advance estimates for Q1 GDP, indicating expectations of minimal growth and highlighting concerns about inventory and import impacts.
The post discusses the challenges of maintaining friendships after age 30 and offers personal insights on fostering social connections amidst rising loneliness trends.
Bill McBride discusses the increase in mortgage delinquency rates in March, highlighting trends and factors affecting the U.S. mortgage market.
An argument that technical change and triple-switching in production techniques illustrate complexities in economic models, particularly concerning reswitching and cost-minimization under varying conditions.
Darian Woods discusses the return of student loan collections, declining foreign travel to the U.S., and the potential costs of AI interactions.
Christopher Freiman argues against bans on artificial food dyes, emphasizing individual rights to make personal health choices despite potential risks.
Menzie Chinn discusses Europe's economic and political challenges, including trade wars, populism, and transatlantic relations amidst global uncertainty.
Scott Sumner discusses geopolitical tensions involving Russia, China, and the U.S., highlighting the resurgence of territorial ambitions and the implications for military alliances.
Bill McBride discusses the significant year-over-year increase in active housing inventory and its implications for the real estate market.