Who would do better, according to the FT today:
Guest Contribution: “Impact of Climate Risk on Fiscal Space: Does Political Stability and Financial Development Matter?”
Today we are pleased to present a guest contribution by Jamel Saadaoui (University Paris 8).
Who Is in the Recession Camp Now? [Updated to 11/1]
[Post originally published on 8/18] It’s not a big one, but here’s an incomplete list:
When Tariffs Last Bloomed – Soybean Edition
Or, have US soybean exports recovered since Trump last reigned? Not in volumes.
Manufacturing: When Tariffs Last Bloomed
Lest we forget, a visual recap of what exactly happened when Trump started announcing Section 232 and Section 301 measures.
Heterogeneous Responses of Sentiment, Expectations to Economic News
From the Michigan survey of consumers:
BOFIT: “Russia continued on a more moderate growth path in July..”
From BOFIT:
FT-Booth Survey of Macroeconomists: Whose Platform Is More Inflationary/Deficit Expanding?
From the September survey, as shown in yesterday’s FT:
Doug Irwin on CNN: McKinley and Tariffs
FT-Booth September Survey of Macroeconomists: Growth or Recession?
For GDP, no recession on the short horizon: