Browsing: Economy

These tweets caught my eye: I suspect that it would be possible to create some sort of argument that the…

Based on residential investment construction July release (starts 1.428 mn > 1.29 mn Bbg consensus; permits 1.354mn < 1.39mn Bbg…

by Calculated Risk on 8/19/2025 01:11:00 PM This is something I check occasionally.The Department of Transportation (DOT) reported: Travel on…

Question: Suppose the demand for fentanyl is perfectly inelastic, and that the users of fentanyl steal from others to acquire…

trillions of dollars that appear to be economic growth are just borrowing from the future — a debt that will…

Ukraine has been living for the fourth consecutive year under extraordinary wartime conditions characterised by profound uncertainty and persistent risks.…

by Calculated Risk on 8/18/2025 10:00:00 AM The National Association of Home Builders (NAHB) reported the housing market index (HMI)…

By Akiva Malamet, Bautista Vivanco, and Michael F. Cannon, Cato at LibertyAugust 11, 2025. Excerpts: While Ozempic and other GLP‑1…

With the outsized jump in the PPI, the natural question to ask is whether this implies a jump in the…

by Calculated Risk on 8/17/2025 09:01:00 AM From Goldman: On net, we boosted our Q3 GDP tracking estimate by 0.2pp…