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Analysis of current economic conditions and policy

New research on the causes of the housing boom and bust

What are the respective contributions of national and local factors to recent changes in house prices?

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This entry was posted on November 13, 2007 by James_Hamilton.

The Credit Crunch Continues, and the Conundrum Is History

The credit crunch seems to be worsening, rather than lessening, and the conundrum seems to have disappeared.

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This entry was posted on November 12, 2007 by Menzie Chinn.

Oil, gold, the dollar, and inflation

Do the ongoing surge in gold and oil prices and slide in the dollar signal a resurgence of inflation?

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This entry was posted on November 11, 2007 by James_Hamilton.

The Expansion Compared: An Update

Just to put the 2007Q3 3.9% SAAR increase in GDP in perspective, here is how output stacks up during this expansion as compared to the last.

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This entry was posted on November 10, 2007 by Menzie Chinn.

Modeling Exchange Rates: What Does Current Academic Thinking Have to Say about the Dollar’s Future?

As the dollar continues its decline, I think it’s useful to step away from the high frequency analysis [1],[2], to consider what the currents in academic thinking on the enterprise of predicting exchange rates are.

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This entry was posted on November 8, 2007 by Menzie Chinn.

If this is what Federal receipts look like at full employment…

…then a balanced budget is far off.

The CBO released its November budget review yesterday. In this figure, the red dashed line (receipts) is slowing its ascent. Expenditures are falling, but to the extent that transfers rise in slowdowns, one knows the likely trajectory of the blue line.

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This entry was posted on November 7, 2007 by Menzie Chinn.

Well then, would $100 a barrel worry you?

A week ago I reviewed the reasons why $90-a-barrel oil by itself would not be enough to cause an economic recession. As oil prices charged up to $96 on Friday, a reporter asked me at what price I’d change my mind.

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This entry was posted on November 6, 2007 by James_Hamilton.

Policies for a Slowdown: Pushing up Oil Prices

I find it interesting that one of the big drags on economic growth — namely high oil prices — is at least partially self-induced by United States policy.

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This entry was posted on November 4, 2007 by Menzie Chinn.

Are the employment numbers as good as they sound?

This week’s GDP and employment numbers were a pleasant surprise. Should this cause the Fed to change its warning in Wednesday’s FOMC minutes that

the pace of economic expansion will likely slow in the near term.

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This entry was posted on November 4, 2007 by James_Hamilton.

Some Observations on the GDP Release

The BEA’s NIPA release had some surprises for many. Here are some aspects of the release that I find surprising.

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This entry was posted on November 1, 2007 by Menzie Chinn.

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Authors

James D. Hamilton is Professor of Economics at the University of California, San Diego

Menzie Chinn is Professor of Public Affairs and Economics at the University of Wisconsin, Madison

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