economics | energy | government | lots of charts \ud83d\udcc8
Platform | ![]() | Pricing | Only free issues |
---|---|---|---|
Publishes | Weekly | Issues | 64 |
Subscribers | Read | 4lights.substack.com |
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I’m trying not to spam the same topic too often, but economic conditions are changing rapidly. The market clearly thinks there is trouble brewing in the economy, and other semi-subjective measures like economic policy uncertainty keep incre...
The last GDP nowcast published on Jan 21st predicted +2.2% growth for Q4 2024, and the actual numbers came in at +2.3% growth, so I’ll call that a win! This quarter’s nowcast has been a little harder to gauge. There are definitely flashing ...
Friday was a rough day, so I figured it was time to fire up the model again:
No surprises — January temperatures were the warmest on record (actually, this was kind of a surprise to climate scientists). Interestingly, January was extremely cold in the DC area and in most of the US (and Greenland1), but the rest of t...
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economics | energy | government | lots of charts \ud83d\udcc8 ᴠɪᴇᴡꜱ ᴇxᴘʀᴇꜱꜱᴇᴅ ʜᴇʀᴇ ᴀʀᴇ ᴍʏ ᴏᴡɴ ᴀɴᴅ ᴅᴏ ɴᴏᴛ ɴᴇᴄᴇꜱꜱᴀʀɪʟʏ ʀᴇᴘʀᴇꜱᴇɴᴛ ᴛʜᴇ ᴏꜰꜰɪᴄɪᴀʟ ᴏᴘɪɴɪᴏɴꜱ ᴏʀ ᴘᴏʟɪᴄɪᴇꜱ ᴏꜰ ᴍʏ ᴇᴍᴘʟᴏʏᴇʀ
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