What Went Wrong With China?
October 1, 2024
China’s economy has been sputtering since 2020; here are three reasons it can’t just hit the gas.
Notes on the Economy – Q3 2024 Summary
August 29, 2024
A soft landing for the economy appears more likely, but it is too early to celebrate. A lot of recent data are sobering.
The Future of Geopolitics and the Global Economy
July 17, 2024
Why is China roiling the waters, raising the economic stakes, and upending relationships?
Export Conundrum—Depending on China for Prosperity
July 16, 2024
Nations around the globe are increasingly dependent on exporting to China for their economic prosperity, boosting the communist country’s geopolitical influence.
Reports of Europe’s Economic Death Are Greatly Exaggerated
July 2, 2024
Europe’s economy shows signs of life. Here’s what investors need to know.
If Things Are So Good, Why Does It Feel Bad?
June 25, 2024
Economic dyslexia: Here’s why so many Americans see the resilient U.S. economy as a disaster.
Notes on the Economy – Q2 2024 Summary
May 30, 2024
Is waiting for an impending recession like waiting for Godot? Will it ever come, or is the economy already in the midst of a soft landing?
Here’s Why the Fed Seemingly Ignores the Consumer Price Index
May 7, 2024
Inflation seems to be on the upbeat, according to the Consumer Price Index, but the Federal Reserve follows a different drummer.
Solving the Strong Labor-Market Puzzle
May 2, 2024
Despite resilience, America’s labor market shows signs of weakening—the atrophy could begin later this year.
Why Were Economists Wrong About a 2023 Recession?
March 26, 2024
Most experts last year predicted America’s economy would have slowed down or entered a mild recession by now. Here’s why that that hasn’t happened…yet.