Iran conflict risks widen around Gulf and Red Sea chokepoints
CSIS says US deployments and Iranian proxy preparations could broaden the war, with prediction markets pricing low odds of near-te...
By David L. Chen 2 months agoSection
Opinion
Fuel futures draw focus as refinery constraints tighten product markets
Oil futures rose Friday, while Econbrowser said gasoline and other refined-product prices may be the more relevant market signal.
By David L. Chen 2 months agoAI capex added 0.63 points to first-quarter US GDP growth
Estimates cited by Econbrowser put AI-related investment at a sizable share of the 1.6% annualized quarterly expansion.
By David L. Chen 2 months agoKalshi odds for Hormuz reopening by Sept. 1 fall to 6%
Econbrowser charted Kalshi’s reopening estimate alongside Brent prices, with a NYMEX cash reading at $88 for the July 16 close.
By David L. Chen 2 months agoUS consumer mood improves, but gas prices cloud July reading
Econbrowser says Michigan sentiment kept rebounding through July 13, while inflation expectations and later fuel-price gains may w...
By David L. Chen 2 months ago
China’s second-quarter growth slows to 4.3%, missing expectations
Goldman Sachs said China’s GDP growth weakened in the second quarter as exports failed to offset soft investment, retail spending...
By David L. Chen 2 months ago
US industrial output trails expectations as manufacturing stalls
Industrial production rose 0.1% month on month, below Bloomberg consensus, while manufacturing output was unchanged.
By David L. Chen 2 months agoKim Ruhl urges a strategic rethink of free trade
The former CEA member argues that supply-chain resilience now requires policymakers to weigh efficiency against national-security...
By David L. Chen 2 months ago
Lopes urges development policy to shift from sectors to ecosystems
Carlos Lopes says AI, clean energy and geopolitical fragmentation require a broader model for industrialisation, especially in Afr...
By David L. Chen 2 months agoProducer prices outpace consumer gauge, raising margin questions
BLS data cited in recent analysis show core PPI rising faster than core CPI excluding shelter, a gap that can pressure margins or...
By David L. Chen 2 months agoUS monthly GDP falls for a second month in May
S&P Global Market Intelligence’s monthly GDP measure declined again in May, while Q2 tracking estimates still pointed to 1.3% annu...
By David L. Chen 2 months agoUS inflation eased below survey expectations, Econbrowser analysis says
CPI moved lower in June and undershot a Wall Street Journal survey mean, while PCE estimates from the Cleveland Fed still pointed...
By Ingrid Halvorsen 2 months ago