You Daily Reminder: Prices of Import Competing Goods Rise with Tariffed Imported Goods Prices
As per basic analysis of tariffs. Data through June 26(!).
Source: Cavallo et al. June 30, 2025.
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June FT-Booth Macro Survey: GDP level same as March Survey
Survey results here, FT article . GDP level more optimistic than May SPF.
Figure 1: GDP (bold black), FT-Booth June 2025 survey median (red...
Policy Uncertainty Spikes
As of today:
Figure 1: EPU (blue, left scale), 7 day centered moving average (red, left scale), VIX (green right scale). Source: policyuncertainty.com, CBOE...
The Deceptive Power of Maps (with Paulina Rowinska)
0:37Intro. Russ Roberts: Today is June 9th, 2025, and my guest is mathematician and author Paulina Rowinska. Her book, which is our topic...
Nowcasts and Tracking of “Core GDP”
Various observers have argued for final sales to private domestic purchasers as the best measure of economic momentum. Nowcasts and tracking estimates of...
Gold: The Challenger to Dollar Reserves?
There’s not much data on individual central bank holdings of the dollar through 2023, but COFER goes through 2024Q4, and gold holdings through...
