2025Q1 Stall Speed? Tracking and Betting on GDP Growth, Retail Sales Composition
GDPNow at essentially zero growth. Industrial production, retail sales (control) surprise downside.
Figure 1: GDP (bold black), WSJ January survey mean (blue), WSJ April...
Poland’s Economy Flexes – Conversable Economist
The economy of Poland has done very well in the last couple of decades, especially in comparison to other countries of eastern Europe...
“What soaring uncertainty means for the U.S. economy”
From Cui, NBC:
President Donald Trump’s tariff agenda has thrown the financial world for a loop for much of the past month. The on-again, off-again trade escalation with other...
Dollar Dominance No More? | Econbrowser
Steve Kamin in the FT, Goodman in the NYT, Krugman on substack, FT Editorial Board write on how Trump policy erraticism on erosion...
Sleazy boomers and wholesome zoomers
The Economist has a very interesting set of articles on recent trends in western culture. The first one is entitled Aging disgracefully, and...
