your daily dose of economic commentary
Joe Hernandez discusses DHL's decision to resume shipping packages valued over $800 to U.S. consumers after initially halting shipments due to new customs rules.
Bill McBride discusses the Q1 2025 homeownership and vacancy rates, highlighting concerns about the accuracy of the Census Bureau's survey data and its implications.
Active single-family housing inventory has increased both week-over-week and year-over-year, indicating a significant rise compared to previous years and seasonal trends.
Julia Ritchey examines the effectiveness of boycotts, using Target's recent situation as a case study to explore when they succeed or fail.
The post discusses correlations between the dollar's strength and Treasury yields, highlighting credit default swap movements and implications for economic credibility.
The discussion highlights the conflict between cleaner air and global warming, exploring the implications of reduced emissions and potential geoengineering solutions.
David Henderson discusses the implications of progressive governance on economic growth and individual freedoms, highlighting recent policy proposals in San Francisco and their broader consequences.
Paul Krugman discusses Trump's unrealistic trade negotiations and the implications for U.S. democracy amid his declining popularity and ineffective leadership.
An argument that the MAGA movement's approach to governance has led to destructive outcomes, undermining efforts to build a cohesive national culture and effective institutions.
Menzie Chinn discusses the impact of tariffs on China's electronics exports and the challenges of relocating production to the U.S.
Paul Krugman critiques Kevin Warsh's economic views, arguing they prioritize political agendas over sound fiscal and monetary policy, especially in times of economic distress.
Scott Cunningham shares personal updates about his fitness journey, improved sleep, intermittent fasting, and creating a website to track his ultramarathon training.
Paul Krugman interviews Yascha Mounk about Trump's foreign policy, focusing on his contradictory views on American power and influence in global affairs.
Bill McBride discusses the key economic reports scheduled for the week of April 27, 2025, including employment and GDP data.
Tyler Cowen discusses Xenophon's consultation with the Pythia, emphasizing the importance of ritual and effort in obtaining prophetic responses.
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.