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Supernormal Returns

Erica York

Quick, clear insights on economic policy decisions.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues20SubscribersRead ericadyork.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Compared to what?

The last week brought several retrospective analyses of President Trump’s first year of reciprocal tariffs, ranging from victory laps to selective trend line comparison to careful examination of what’s been learned.

6 days ago
1
0

Looking for Trump’s $18 trillion

This week marks the one-year anniversary of “Liberation Day” and President Trump’s global tariff scheme. Earlier this year, President Trump defended his tariff strategy by touting that he has “secured commitments for more than $18 trillion,...

13 days ago
1
0

Tariff refunds loading

Customs and Border Protection (CBP) continues preparing to refund more than $166 billion in unlawfully collected tariffs plus interest. As of March 19, CBP reported that the various components of a new refund tool under development are betw...

20 days ago
0
0

New Section 301 tariff investigations affect 99% of US goods imports

Amid the geopolitical developments of the past week, the Trump administration launched multiple new Section 301 investigations, laying the groundwork to replace the now unlawful IEEPA tariffs that affected nearly all US trade partners.

a month ago
3
0

Authors

The writers behind this newsletter.

  • Erica York
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