From Cancian and Park at CSIS on 27 July:
Source: Cancian & Park/CSIS (July 27, 2026).
So, to paraphrase, are your safer or less safe than a year and a half ago… (and are gasoline/diesel/jet fuel prices lower or higher than a year and a half ago?).
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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…
Yves here. Tom Neuburger demonstrates that even a casual look at China’s tech shows they are way ahead…
Brent front month future back to $90, as SoH reopening down, Bab el Mandeb traffic estimates down ……
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