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Latest Issues

What Are We Arguing About When We’re Arguing About the Public Debt?

Good morning from sunny Cali!

With that out of the way, you’re going to need to read this new piece by Michael Linden (ML) wherein he answers the question posed above. If you don’t know Michael, he was one of my go-to’s in the White House...

5 days ago
70
31

A Budding Consensus on AI Revenues, and Some Thoughts on the AI Labs IPOs

[Note: Ryan is joining me tomorrow for Let’s Do Lunch, on the Contrarian website at noon ET! We’ll answer listeners’ questions and talk AI bubbles, bond yields, vibes gap, etc.—JB]

A Consensus is Building

In an analysis released last mon...

7 days ago
118
21

We’ve Long Discussed Price Growth Rates (Inflation) And Levels: What About Their Variance?

In understanding both how the economy is doing and how people are feeling about it—two concepts that have widely diverged for years now—I’ve paid a lot of attention to two related price indicators. One is inflation, meaning the rate of chan...

8 days ago
87
14

Why Argue About Biden?

This is tricky one to write because I’m going to argue that it’s politically counterproductive to talk about something while I myself talk about it. But lemme give it a try and keep it very short.

I keep running into conversations and writ...

9 days ago
91
30

Weaker Than Expected Sept Jobs Report: Slower Growth in Both Jobs and Wages

Payrolls rose by 29,000 last month, well below the 89,000 expected, and the unemployment rate ticked up to 4.2% against an expectation for holding flat at 4.1% (Black unemployment jumped up a full point, though this is a noisy series). Nega...

10 days ago
70
3

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Authors

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  • Jared Bernstein

    Former Biden CEA Chair

  • Ryan Cummings

    Ryan Cummings is Chief of Staff for the Stanford Institute for Economic Policy Research (SIEPR). From 2021-2023, he was an economist at the White House Council of Economic Advisers.

  • Devesh Kodnani

    Writing about economics, policy, and politics | PhD student at MIT

  • Ron Bloom

    Has held senior positions in business, labor and the Federal Government.

  • Abigail Sánchez

    Predoctoral researcher at the Stanford Institute for Economic Policy Research (SIEPR).

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