It was a real pleasure to get to attend the conference (agenda here). Incredibly informative and stimulating — sometimes I think I know a lot about a subject, but conferences like this disabuse me of that notion.
I add links to ungated versions of the papers presented today, below:
recession, stock market decline, and housing market decline. From December 19th (Newport Beach Independent):
- Economic Slowdown: The U.S. is likely to enter a recession, with consumers expected to deplete their savings, leading to only one potentially positive GDP quarter in 2024.
Continued growth (report):
On thinking about today’s CPI numbers:
You should run away from that “policy analyst” as fast as you can. The above is a quote from Steven Kopits, who styles himself a policy analyst. His entire comment is here.
Reader Bruce Hall wishes for any discussion of the impact of trade policies include displays of the manufacturing sector’s progress, over the maximally long period. Here, without further ado, is what I could gather quickly.
In re: Hurricane Maria, what do we know a bit over five years later?
Manufacturing employment is up relative to 3 years ago. Why so much dissatisfaction?
From BOFIT:
On the day in which President Biden announced the repurposing of the site that was to be Foxconn’s, I reprint this 2017 assessment.