How did this guy get a Ph.D.?
From Heritage Foundation’s EJ Antoni, “Trump’s Tariff Critics are Trading on Overblown and Unfounded Fears”: The Market Analysts and So-Called Economists Panicking Over President Donald Trump’s Tariffs must be at…
From Heritage Foundation’s EJ Antoni, “Trump’s Tariff Critics are Trading on Overblown and Unfounded Fears”: The Market Analysts and So-Called Economists Panicking Over President Donald Trump’s Tariffs must be at…
Doug Irwin, my coauthor or International Economicsis in the news today, for obvious reasons. Bloomberg Podcasts PBS Newshour NPR All Things Considered Bloomberg Surveillance
Through 2/2/2025 (for EPU): Figure 1: Trade Policy Uncertainty (Blue, Left Scale), 7 Day Centered Moving Average (Redb, Left Scale), Economic Policy Uncertainty (Green, Right Scale), 7 Day Centered Moving…
bee Calculated Risk On 2/03/2025 08:31:00 PM From Matthew Graham at Mortgage News Daily: Mortgage Rates Stay Flat Despite Underlying Market Volatility We know that mortgage rates are driven by…
bee Calculated Risk On 2/03/2025 05:00 PM PM Wards auto released their estimate of light vehicle sales for January: US Light-Vehicle Sales Start 2025 with 4% increase in January (Pay…
In nominal dollar terms. Thanks, Trump. Notes: Tax increase associated with announced Trump tariffs on Canada, Mexico, and China assuming a unitary price elasticity of import demand (Orange Bar), and…
CPI Food at Home is 8% of Total CPI Weights, Fresh Vegetables and Fruit are 1.1%. Assume Half of Fresh Vegetable and Fruit are imported from Mexico (about 2/3 of…
bee Calculated Risk On 2/03/2025 02:00 PM PM From the Federal Reserve: The January 2025 Senior Loan Officer Opinion Survey on Bank Lending Practices The January 2025 Senior Loan Officer…
bee Calculated Risk On 2/03/2025 11:49:00 AM Today, in the Real Estate Newsletter: Ice Mortgage Monitor: “Lowest Calendar Year Home Price Growth of Any Year Since 2011” Letter ExcerPT: Here…
bee Calculated Risk On 2/03/2025 10:00 AM AM (Posted with permission). The ISM Manufacturing Index Indicated Expansion. The PMI® was at 50.9% in January, up from 49.2% in December. The…