821. FOMC Preview: 25bps Rate Cut Expected
Bill McBride discusses expectations for a 25bps rate cut by the FOMC and analyzes economic indicators affecting this decision.
822. EJ Antoni: Pro-growth Supply Side Policies Will Support High Stock Prices
An argument that pro-growth supply-side policies may influence stock prices, particularly through financial deregulation and changing interest rates affecting valuations and risk perceptions.
823. CPI Release: Instantaneous Core CPI, Nowcasted Core PCE Up Relative to 2024M12
Menzie Chinn analyzes inflation data, particularly core CPI and PCE, highlighting the impact of tariffs and the implications of delayed CPI releases.
824. The NBA gambling scandal, explained by an actual gambler
The post discusses a major NBA gambling scandal, highlighting insider information's impact on betting, and the intertwining of sports leagues with betting companies.
825. Trump threatens Canada with 10% extra import tax over anti-tariffs ad
An argument that Trump threatens Canada with additional import taxes in response to an ad criticizing U.S. tariffs aired during a major sporting event.
826. Talking With Erica Chenoweth
The discussion centers on the effectiveness of civil resistance and protests in influencing public opinion, policy changes, and political outcomes in the U.S.
827. Schedule for Week of October 26, 2025
The post outlines the upcoming economic reports and events for the week, including the FOMC meeting and various housing and manufacturing indices.
828. Should we worry about AI’s circular deals?
Concerns about AI's circular deals revolve around potential revenue inflation and systemic risk, questioning whether these practices resemble illegal round-tripping or legitimate vendor financing.
829. Emergent Ventures India, 11th cohort
The post highlights the achievements of grant recipients from the 11th cohort of Emergent Ventures India, showcasing diverse innovative projects across various fields.
830. ICE First Look at September Mortgage Performance: "Delinquencies remain well below pre-pandemic norms"
The post analyzes September mortgage performance, highlighting low delinquency rates and normalizing foreclosure activity, indicating a resilient mortgage market despite some shifts in loan segments.
831. It's been a rollercoaster few years for Six Flags. Can Travis Kelce help?
Rachel Treisman discusses Travis Kelce's collaboration with activist investors to revitalize Six Flags amid its recent challenges.
832. Prediction Markets Are Very Accurate
The post discusses the accuracy of prediction markets, specifically Polymarket, using Brier Scores to evaluate their predictive performance compared to other forecasting methods.
833. NMHC on Apartments: Market conditions "Soften" in Q3
Bill McBride discusses the softening apartment market conditions in Q3, highlighting lower rent growth and improved borrowing conditions.
834. Trump’s Gilded Ballroom and the Fall of the American Republic
An argument that Trump's extravagant renovations symbolize a deeper political decay, merging personal excess with authoritarianism, undermining American democratic traditions and values.
835. Trump's energy policy is incoherent and self-defeating
Noah Smith discusses the rising electricity costs in America, attributing them to various factors, including the AI boom, and emphasizes the need for coherent energy policy.
836. Inflation ticked up 3% in September, the U.S. belatedly reports
Maria Aspan discusses the U.S. inflation report for September, noting it rose less than anticipated and its implications for Social Security beneficiaries.
837. Boo to spooky chocolate prices! It's the year of chewy, fruity Halloween treats
An argument that rising non-chocolate candy sales reflect shifts in consumer preferences and challenges in chocolate production due to cocoa shortages.
838. It's supposed to be payday for many federal workers. Instead, they're getting nothing
Jenny Abamu discusses how approximately 1.4 million federal workers are affected by the government shutdown, receiving no pay despite many being deemed essential.
839. Imagine No IEEPA Tariffs
The discussion centers on the potential economic impacts of the Supreme Court's decision regarding IEEPA tariffs and their implications for tariff revenue and trade.
840. Everybody loves “outsider” candidates. Until they find their Reddit posts.
Nate Silver discusses the rise and fall of outsider political candidate Graham Platner, highlighting how social media revelations can impact voter perception and electability.