
1. What a Difference a Day Makes: The Post-Obliteration Day Yield Curve
An argument that the yield curve's inversion and term spreads indicate significant economic shifts and potential implications for future financial conditions.
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An argument that the yield curve's inversion and term spreads indicate significant economic shifts and potential implications for future financial conditions.
An argument that President Trump's tariffs aim to address trade deficits, which he believes are detrimental, despite market backlash and political opposition.
Timothy Taylor discusses the implications of Trump's announced tariffs, their historical context, political responsibility, constitutional authority, and the uncertain economic effects.
Jeff Guo discusses the administration's calculations on tariffs and their impact on prices, addressing a question previously avoided by Trump.
The post discusses the inclusion of uninhabited islands in Trump's recent tariff announcements, highlighting their geographical and political significance.
Bill McBride discusses the cooling trend in home prices, highlighting a decline in annual growth rates and increased inventory in major markets.
Robert Vienneau discusses perturbations in parameters of a corn-tractor model, analyzing their effects on production and switch points within the parameter space.
An argument that recent tariff policies, driven by irrational decision-making, threaten economic stability and reflect a troubling approach to governance and international relations.
New tariffs announced by the President are anticipated to increase prices, hinder U.S. growth, and potentially lead other nations into recession.
Scott Cunningham analyzes William Shockley's paper on productivity variations in research, connecting it to broader economic implications and personal reflections on productivity.
The post discusses the decrease in the U.S. trade deficit for February, highlighting changes in exports and imports, as well as the trade deficit with China.
Laurel Wamsley discusses the increase in housing inventory this spring and the potential impact of high prices and economic uncertainty on buyers' decisions.
Noah Smith discusses the negative economic consequences of Trump's tariffs and critiques the political support behind them, highlighting the irrationality of such policies.
Brittney Melton discusses Trump's new tariffs and their potential economic impact, along with TikTok's uncertain future.
Markets in Europe and Asia declined sharply after the U.S. announced significant tariff increases on global imports.
Scott Horsley discusses how tariffs are contributing to American consumers' negative feelings about the economy and the potential risk of an economic slowdown.
Tariffs imposed by the government are causing dissatisfaction among farmers who rely on stable markets for their livelihoods.
The discussion covers historical pandemics' economic impacts, vaccination practices, local governance during epidemics, and social customs in England and Germany.
International leaders express frustration over high tariffs imposed by the U.S. on traditional allies and China, highlighting potential economic and diplomatic tensions.
Menzie Chinn discusses updated betting odds indicating a higher likelihood of a recession occurring in 2025.