Reader JohnH asserts:
LNG is the US’ third largest export and fastest growing.
Monthly indicators followed by the NBER Business Cycle Dating Committee, plus GDP and GDO, plus IHS-Markit (nee Macroeconomic Advisers) monthly GDP:
That’s the question a skeptical JohnH asked 7 weeks ago, about the Ukrainian offensive. The answer seems to be “pretty well”.
The Federal Forecasters Consortium conference took place a month ago, but the video links are now up,
According to Senator Ron Johnson, this is the reason (Milwaukee Journal Sentinel, March7, 2022):
That’s the senator on the climate change issue, in tonight’s Wisconsin senatorial candidate debate. For him, it’s “not solvable.”
I’ve never heard him say it, but the logical conclusion must be that he’s awaitin’ for the Rapture, so no need to worry (at least for those who will be moving on).
From ISW (8:30pm ET):
From JohnH on 9/2/2022, in response to anonymous’s query: “how’s the crossing of the dneipr and reconquesta of kherson going?”
As I wrote yesterday, “tomorrow is another day”.
Figure 1: UK Economic Policy Uncertainty (blue), and centered 7 day moving average (red). ECRI defined recession dates shaded gray. Source: policyuncertainty.com, ECRI and author’s calculations.
In some ways, policy uncertainty — at least as measured using text — is not as bad as I would’ve thought. Here’s the Baker-Bloom-Davis index: