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Armando Lara-Millan

Armando Lara-Millan

Professor, UC Berkeley. I do political economy in sociology. For me that means studying changing markets and their enabling institutions, but in such a way that centers history, culture/knowledge, and power.

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Substack
PricingOnly free issuesPublishesMonthly
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Trump's Tariffs and a Broader Definition of Global Liquidity, Part 3

You don’t need to read them for this post, but here are links to:

8 months ago
12
5

The Savings Glut, Trade Wars, and a Broader Definition of Global Liquidity, Part 2

Part 1 can be found here. This is the post where I tell you that some really smart investors believe that global savings is but a small drop in the pool of the true footloose capital flowing between nations that drive exchange rates, intere...

8 months ago
67
4

The Savings Glut, Trade Wars, and a Broader Definition of Global Liquidity, Part 1

I watched Maurice Obstfeld’s fascinating recent lecture at the Richmond Fed with great interest. He’s not a household name I’d expect you to know, but he’s a smart dude who spent time with the IMF, Bank of Japan, and the White House.

8 months ago
23
0

LA Wildfires, Deficit Spending, and Inflation

What do the Los Angeles wildfires have to do with a ship running into the Baltimore Bridge and blocking access to a major port, missiles being launched at 10% of world trade trying to cross the Suez Canal, and a new president levying tariff...

a year ago
3
1

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  • Armando Lara-Millan

    Professor, UC Berkeley. I do political economy in sociology. For me that means studying changing markets and their enabling institutions, but centering history, culture/knowledge, and politics.

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