Economy
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“Reserves, Sanctions and Tariffs in a Time of Uncertainty”
Is gold supplanting the dollar? Did the use of sanction by the US reduce holdings of dollars by targeted central…
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Coffee Drinkers of America, Unite
Here’re the July PPI and CPI for coffee. Figure 1: PPI for roasted coffee, n.s.a. (blue), and CPI for coffee,…
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WSJ Op-Ed on Implications of EJ Antoni’s Views on Inflation
From Bunn and Pomerleau/Tax Foundation, “Will E.J. Antoni Raise Your Taxes?”: Every year the IRS adjusts more than a dozen…
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PPI => CPI? | Econbrowser
With the outsized jump in the PPI, the natural question to ask is whether this implies a jump in the…
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Wisconsin under Trump Trade War 2.0
Manufacturing employment, exports declines. Employment release from DWD today. Source link
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A Man Who Believes We’ve Been in Recession since 2022 Is Still Odds on Favorite for BLS Commissioner
It’s really a statement on our times. Source; Kalshi, accessed 8/15/2025. As noted in an excellent article by Lauren Gurley…
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Michigan Survey: Sentiment Down, Inflation Expectations Up
Preliminary readings for August. Not particularly good. Figure 1: One year ahead CPI inflation expectations, % (blue,…
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Business Cycle Indicators – Industrial Production, Retail Sales
The picture as of today’s releases, with IP, retail sales below consensus. Figure 1: Nonfarm Payroll from CES (bold blue),…
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Instantaneous Core Inflation | Econbrowser
Shocker in PPI: 0.9% vs. 0.2% m/m consensus: Figure 1: Instantaneous inflation for core CPI (blue),…
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Business Cycle Indicators w/Monthly GDP
SP Global’s monthly GDP series is up (with prediction of flat GDP in Q3): Figure 1: Nonfarm…
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