Mission Impossible: Why the US Cannot Reverse Its Manufacturing Decline
Debunking magical thinking about the US regaining its manufacturing mojo at scale.
Read more...Category Archives: Economic fundamentals
The Macroeconomic Implications of Extreme Weather Events: Insights from Advanced Economies
Economists are starting to come to grips with the costs of weather/climate change induced disasters. But are their approaches adequate?
Read more...A Few Thoughts About the Russian End Game in Ukraine and the Risk of Losing the Peace
New musings on what sort of conclusion to the war Russia might impose, and specifically, how Russia reduces its security risks.
Read more...Big Employers Using AI to Decimate White Collar Jobs; What Happens When Real Incomes, Employment, and Social Compacts Erode?
Big companies are cutting white collar jobs, because AI, and warn more is to come. What does this mean for the economy and social stability?
Read more...How Tariffs Hurt the Ones You Love
Investors believe that companies and industries in “red” areas will be hit harder by tariff blowback than those in “bluer” regions.
Read more...Food Inflation: The Price Spikes of Beef, Coffee, Eggs, and Dairy
CPI for food at home has surged by 30% since January 2020.
Read more...Rob Urie: Democrats Who Created the Bad Status Quo Won’t Become Saviors
The Democrats as a and even the reason US policies are so contrary to the interests of most of the public.
Read more...Data Centers Spark Bipartisan Fury As Energy Costs Soar
Voters are waking up to the fact that their soaring electricity costs represent a big subsidy to data centers. What happens next?
Read more...What Does New High in US Stock Market Margin Debt Portend?
Looking at the significance, or not, of a record high in stock market margin debt.
Read more...Financial Institution Leaders Issue More Warnings of Equity Market Froth, Dodgy Debt Bombs
Financial firm heads are making admissions against interest. Further discussion of apparent and potential risks.
Read more...Trump 2.0’s Eurasian Balancing Act Has Failed
Yet more case examples of Trump arrogance and aggression producing failure.
Read more...The Huge US Bond Market and the US Dollar Blow Off the “Debasement Trade”
Why the dollar and Treasuries have rallied despite the Liberation Day swoon and “debasement trade” patter.
Read more...AI: Is it Really Different this Time?
AI is huge. But so is the hype, hocus-pocus deals, and piles of real money fortified by leverage that caused stock prices to explode.
Read more...Farmers Fight Federal Efforts to Block States from Promoting Humane Animal Agriculture
Federal legislation is pending as part of a Big Ag effort to combat states requiring more humane animal farming methods.
Read more...Waiting for the Wheels to Come Off as Jamie Dimon, the IMF and Bank of England Warn of Damage of an AI Bubble Burst
A look at the increasingly expected AI bubble implosion and what the impact might be.
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