Skip to content

Standard Reader

EconReporter

EconReporter

@econreporter.bsky.social

Independent Journalism Project covering Economics and Global Economy

2Readers

51Posts

6d agoLast active

The AI Investment Boom Trumps Tariff Policy

🤯 The US trade deficit is back above $100 billion a month. ➖ But with some adjustments, this year's deficit is lower than in previous years. The lesson? 🦾 AI-related imports beat Trump's tariffs.

AI InvestmentTrump Tariff

CAPE Without Its Hero: Can the Warning Stand on Its Own Without Shiller?

The CAPE ratio has topped 40, yet Robert Shiller, the economist who made it famous, is far less in the news. Can a bubble warning go viral without its hero?

CAPE ratioNarrative Economics

BLS Payroll Survey Series ID Reference

What's the BLS series ID for healthcare, manufacturing, or information? Every Establishment Survey industry code in one page to help you build US payroll charts

The US Information Sector Payroll Slump May Not Be What You Thought

Everyone blames ChatGPT for information sector job losses. BLS payroll data on the information sector tells a very different story.

Why Canada’s Counter-Tariff Is More Than ‘Dollar for Dollar’

Canada calls its counter-tariffs "dollar for dollar." Add up the actual tariff list, though, and the number lands billions higher — here's why.

Canada counter tariffCanada Economy

I work, therefore I am not?—We Are Not Machines Book Review

A review of Sarah O'Connor's We Are Not Machines: the real threat to workers isn't AI, it's Taylorism — and trust, not automation, is what's at stake.

Scott, have you considered just trimming 30-year Treasury issuances?

Bessent may tap $1 trillion from Treasury's TGA to fund bond buybacks, framed as QE-lite. It isn't — it's just a rebranded cut to long-bond issuance.

Scott BessentTreasury

The Bat Signal Theory of Bessent’s Treasury Buyback Increase

Bessent doubled Treasury bond buybacks as long-term yields hit a 19-year high — a Bat Signal moment, but without the Fed's credibility or firepower behind it.

EconReporter Blog

New York Fed: No Reserve Management Purchases in the month to mid-Sept

The NY Fed just paused its Reserve Management Purchases (RMP)—the so-called "Non-QE" asset purchases program—for the first time since relaunch—right as new Chair Kevin Warsh pushes for a leaner Fed balance sheet

Fed's Balance SheetFederal Reserve

Behind Stable July CPI—One Transitory Tariff Wave after Another

July's CPI looked calm overall at 3.4% YoY. But underneath core goods, one set of tariff effects is fading while a fresh wave is just starting to hit prices.

Inflation BreadthUS CPI

Behind Warsh’s Fed Alternative Data Sources Dream—Who Pays for What and How?

Warsh wants the Fed to use real-time data from retailers and banks instead of slow government surveys. But the question is: Who pays for what, and how?

Federal ReserveEconReporter Blog

BLS CPI Series ID Reference

What's the BLS series ID for bacon, gasoline, or rent? 398 national CPI codes in one table — seasonally adjusted and unadjusted, plus how the codes are built.