US Deficit Not Caused by Dollar, Says Obstfeld
Don't blame America's current account deficit on the dollar Hugely important NEW essay by Maury Obstfeld @PIIE ahead of this week's G7/G20 global imbalances focus. https://t.co/sWxu77W2qk
Core PCE Climbs, Fed Should Tighten Despite Energy Shock
In February, PCE less food and energy up .4% for the second straight month--12-month change remained 3.0%. Before Mideast energy shock Fed should have a tightening bias https://t.co/CuTWT2XgUi
Trump’s Tariffs Echo Nixon, Yet Turn Grimmer
Trump’s protectionist Nixon redux takes a darker turn than the original This is truly the outstanding column on the anniversary of Trump's April Fools' Liberation Day Tariffs. Must read by Alan Beattie in @financialtimes https://t.co/tQg3yTTDU5
Deregulating Major U.S. Banks Increases Systemic Risk
Deregulating Big American Banks Makes Them Riskier: Very worthy reality check and truth telling by @MRVAssociates https://t.co/3c4yxlsI78
Live: Economic Fallout of Middle East Conflict
Coming up in 1 hour LIVE @TheNationalNews Discussion of economic impact of Mideast warfare With @ManusCranny https://t.co/1QprixfNpq
Trump Trade War Slashes US Exports to China 19%
This is the big one, MUST READ Thorough objective new analysis of the impact of Trump's trade war on China-US trade including on key industries @PIIE @ChadBown https://t.co/5eQUPlo1xx
Amazon CEO Warns of Bleak 2026, Economists Concur
Amazon’s CEO has a scary prediction for 2026, and some economists think he is right (Starting with Peter Orszag and me) https://t.co/dkUBiqQG6C
SCOTUS Tariff Ruling: What Actually Changes
Must Read: Important new blog on what the SCOTUS tariff ruling does and does not actually change by @KClausing Obstfeld @PIIE
Tariff Shifts Offer Rule‑of‑law Gains, Little Immediate Relief
The economic impact of tariff changes. Me on @cnni with @jimsciutto - a bit of good news on rule of law, not much immediate relief. See @PIIE for more analysis https://t.co/bbkP6I3455
