Podcast with David Beckworth on the Pandemic, Inflation, and Interest RatesA wide-ranging conversation for the audio-inclined
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China's Credit Tightening and Financial OutflowsSome initial thoughts based on the AFRE, banking, and preliminary balance of payments numbers
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China's Faltering Recovery?The export and manufacturing surge that had helped offset consumer weakness is fading at the same time as the housing market is starting to roll over
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The Case for Patience on InflationFor now, anyway.
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What's Happening With the U.S. Economy? (with Cardiff Garcia)A podcast and chart collection for anyone trying to get up to speed on how things are going, from GDP to jobs to wages to inflation to savings to entre…
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What's going on with interest rates? (Part 1)Making sense of the recent wild ride in the front end, with a special focus on the expiration of Australia's yield target
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Kornai, Keynes, the Coronavirus, and KantSome thoughts on the implications of "soft budget constraints", featuring Eastern bloc economics, China's development model, and Perpetual Peace
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Growth Slowed in Q3 Because of the Chip Shortage and the Delta Variant. The Future Should Be Better.The downturns in everything from car sales to dining out will probably either bottom out or at least moderate in the months ahead.
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Appeasing the Chinese Government "For the Climate" Makes No SenseChina's leaders have their own reasons to rapidly decarbonize and have already committed to achieving net zero greenhouse emissions.
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Paying the Covid BillThe death and disruption were bound to create real economic losses, even if things are better now than what one might have feared in the spring of 2020…
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Inflation, Rents, and the Labor MarketTying together some threads from recent data releases
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Fumio Kishida's "New Japanese Capitalism" Might Be Just What the Country NeedsThe country's new prime minister says he wants a "virtuous cycle in which raising the incomes of a wide range of people stimulates consumption"
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