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Opinion · Economics
Economics commentary on trade, labor, tariffs, and fiscal policy: the macro forces behind the headlines, argued clearly.
Lots of fresh material, one of the very best Peter Thiel outputs. The post Peter Thiel on AI and tech stagnation and democracy appeared first on Marginal REVOLUTION.
Read article →An average of 72 percent of respondents said they felt curious, happy or excited about A.I., compared with 41 percent who felt worried, sad or angry.’@nytimes‘s Damien Cave uses @Gallup data to remind us the rest of t...
Read article →1. Shruti on Coltrane. 2. On the drop in Pisa scores. Quite exaggerated, it turns out. 3. Hope you all reoptimize your views accordingly, on AI agreements with China. 4. Dutch economy is picking up. 5. One professor’s...
Read article →By adding friction and making it possible for people around problem gamblers to see what they’re up to, a cash requirement could protect them from big losses.
Read article →Carl Danner writes to me with a political economy mystery. On Sept 9, 2026, The California Public Utilities Commission announced a set of clean energy grants but only “for eligible organizations headquartered in ZIP C...
Read article →The author is Omri Ben-Shahar, and the subtitle is How Privacy Panic Led Tech Regulation Astray — and How to Fix It. I would describe this book as bracing, and full of substantive engagement. Basically the author wish...
Read article →Here is the audio, video, and transcript. Here is the episode summary: Gita Gopinath has spent the last several years inside the room where the world’s monetary plumbing gets fixed — or doesn’t. As first deputy managi...
Read article →There’s not much diesel fuel lying around, and lots of people want to buy what is available, as well as what little is produced each day. It’s all a matter of supply and demand.
Read article →We show how fertility delays compound across generations to raise age at first grandmotherhood. Under the 1960 first-birth schedule median grandmotherhood came at 44. Under the 2024 schedule it is 57, cutting the heal...
Read article →This paper documents how artificial intelligence has affected stocks and flows in the U.S. labor market. Combining CPS and JOLTS data with AI exposure and adoption measures from OpenAI and Lightcast, respectively, we ...
Read article →Because Trump picked this fight due to his concerns about Brazilian politics, that country’s presidential elections might quell it soon.
Read article →Trump’s use of a trade tool created during the Great Depression helped trigger a trade war between the two border countries, with few signs of de-escalation in sight.
Read article →Canada is a major US supplier of fertilizer ingredients that could get pulled into Trump’s trade war. Farms can go without fertilizer for a while, but not long.
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