Nowcasted June inflation will be down — but for core not down much…
Figure 1: Headline PCE deflator instantaneous inflation (blue), core PCE (tan), per Eeckhout (2023), both T=12, a=4. June observation uses y/y nowcast of 6/26. Source: BEA, Cleveland Fed, and author’s calculations.
Things have only gotten worse for the Ellison family tech and media empire in the last week as…
Any hints on where AI related imports are going, given capital goods imports? Figure 1: Change in imports…
From Cancian and Park at CSIS on 27 July: Source: Cancian & Park/CSIS (July 27, 2026). So, to…
Yves here. Tom Neuburger demonstrates that even a casual look at China’s tech shows they are way ahead…
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