Skip to content
Standard Reader
Log in
Tag

Econreporter Blog

Articles and publications tagged Econreporter Blog across the Atmosphere.

14articles1publication
EconReporter
EconReporterOct 8, 2026
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
EconReporter
EconReporterOct 5, 2026
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
EconReporter
EconReporterSep 8, 2026
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.
AIBLS
EconReporter
EconReporterAug 25, 2026
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
EconReporter
EconReporterAug 20, 2026
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
EconReporter
EconReporterAug 12, 2026
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
EconReporter
EconReporterAug 4, 2026
AI Investment Boosted US Q2 Growth — But the Import Offset Runs Far Wider Than AI
The AI economic growth in Q2 US GDP is coupled with import offset. But the import offset was actually more board-based than that.
AI InvestmentUS Economy
EconReporter
EconReporterJun 8, 2026
Should the Fed and BoC look through the World Cup employment boost?
The important question, however, is this: shouldn't the Fed and Bank of Canada look through such a one-off, short-term World Cup employment boost?
Bank of CanadaCanada Jobs Report
EconReporter
EconReporterMay 8, 2026
A User’s Guide to Tariff Accrual Compensating Obligations
On the accidental invention of a new fiscal instrument, its structural advantages over existing debt ceiling workarounds, and the question of whether the next administration does this on purpose I. Introduction The trillion-dollar coin required a legal fiction. TACOs do not. On February 20, 2026, the Supreme Court struck down the IEEPA tariffs imposed by...
Debt CeilingIEEPA
EconReporter
EconReporterNov 3, 2025
The Fed’s ‘leaky ceiling’ problem
Why is the Fed's SRF failing? Top Fed officials called the issue a "leaky ceiling" that doomed Quantitative Tightening (QT). Learn how low bank participation and the leaky floor analogy suggest new policy changes.
Beth HammackFed's Balance Sheet
EconReporter
EconReporterOct 27, 2025
If the Fed ends QT too soon, it risks discrediting its ceiling tools
Analysts are expecting the Federal Reserve to announce the end of quantitative tightening (QT) at the upcoming meeting this week. The speculation is fueled by Chairman Jerome Powell's speech earlier this month in which he mentioned the supply of reserves may reach an "ample" level "in coming months."
Federal ReserveFederal Reserve Balance Sheet
EconReporter
EconReporterOct 21, 2025
Will QT finish before Powell’s chairman term ends?
Quantitative tightening (QT) may reach its end point "in the coming months," said Federal Reserve Chairman Jerome Powell in a speech last week. What does it mean? Will QT finish before Powell's chairman term ends?
Federal ReserveFederal Reserve Balance Sheet
EconReporter
EconReporterSep 18, 2025
Bank of Canada drops interest rate to 2.5% — also a risk management cut
After holding the policy rate unchanged in the past three meetings, Bank of Canada on Wednesday resumed its rate cut cycle, lowering its target for the overnight rate by 25 basis points to 2.5%.
Bank of CanadaCanadian Economy
EconReporter
EconReporterSep 16, 2025
September FOMC Meeting: The Potential Dissenters
The Federal Reserve is expected to cut its benchmark interest rate by 25 basis points this week. This has been the baseline market assumption since Chairman Jerome Powell's speech at Jackson Hole, in which he proclaimed, “the shifting balance of risks may warrant adjusting our policy stance." The question is, how many dissenting votes will Powell face in this meeting?
Austan GoolsbeeChris Waller

You've reached the end.