EBECON
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ebecon.bsky.social
EBECON
@ebecon.bsky.social
EBECON primarily focuses on structural changes in the global economy, including international economic developments, demographic shifts, geoeconomic fragmentation, and climate change.
What caught my eye: U.S. inflation, artificial intelligence and education, the chip landscape, and much more…

eagle-economist.com/2025/12/19/w...
What caught my eye: U.S. inflation, artificial intelligence and education, the chip landscape, and much more…
In November, U.S. inflation was somewhat lower than expected (2.7% compared with November 2024). It will be interesting to see whether the downward trend continues in January. For the moment…
eagle-economist.com
December 19, 2025 at 3:37 PM
What caught my eye: Knowledge and growth, factories of ideas, and much more…

eagle-economist.com/2025/11/09/w...
November 9, 2025 at 8:43 AM
US Economy – Surprisingly robust, but for how long?

eagle-economist.com/2025/10/03/u...
October 16, 2025 at 8:31 PM
What caught my eye: Uncertainty and risks in monetary policy, a research agenda for the economics of transformative AI, and much more…

eagle-economist.com/2025/10/03/w...
What caught my eye: Uncertainty and risks in monetary policy, a research agenda for the economics of transformative AI, and much more…
“Unbalanced Trade 2.0” by Alejandro Cuñat and Robert Zymek. “Do trade imbalances boost incomes in surplus economies at the expense of deficit economies? We show that the answer is yes in an important…
eagle-economist.com
October 3, 2025 at 2:32 PM
What caught my eye: The US economy stumbles, the future of thinking in the age of artificial intelligence, and much more…

eagle-economist.com/2025/08/02/4...
What caught my eye: The US economy stumbles, the future of thinking in the age of artificial intelligence, and much more…
The future of thinking in the age of artificial intelligence is uncertain.
eagle-economist.com
August 2, 2025 at 12:10 PM
Insightful post by Alex Tabarrok: The Rising Cost of Child and Pet Day Care

"...my explanation for rising prices in child care and pet care is that productivity is increasing in other industries more than in the care industries"

marginalrevolution.com/marginalrevo...
The Rising Cost of Child and Pet Day Care - Marginal REVOLUTION
Everyone talks about the soaring cost of child care (e.g. here, here and here), but have you looked at the soaring cost of pet care? On a recent trip, it cost me about $82 per day to board my dog (a b...
marginalrevolution.com
July 28, 2025 at 10:28 PM
What caught my eye: High budget deficits in the United States, Expertise, and more…

eagle-economist.com/2025/07/05/w...
What caught my eye: High budget deficits in the United States, Expertise, and more…
Presidents of both parties have favored running high budget deficits in recent years.
eagle-economist.com
July 5, 2025 at 9:37 PM
What caught my eye: Management and firm dynamism, the social returns to R&D, and much more…

eagle-economist.com/2025/05/29/w...
What caught my eye: Management and firm dynamism, the social returns to R&D, and much more…
“Management and Firm Dynamism” by Raffaella Sadun, Rachel J. Schuh, Jonathan S. Hartley, John Van Reenen, and Nicholas Bloom “We show better-managed firms are more dynamic in plant acquisitions…
eagle-economist.com
May 29, 2025 at 9:04 PM
After a Blowout Week, Wall Street Decision Makers Brace for More Chaos

www.nytimes.com/2025/04/06/b...
Wall Street’s Decision Makers Brace for More Chaos After Markets Plunge
The financial titans who backed Trump are now dealing with the fallout from his tariffs. They spent the weekend surveying the damage of last week’s major sell-off.
www.nytimes.com
April 6, 2025 at 8:45 PM
US households are worried

Consumer sentiment indices dropped sharply in the early months of 2025.

eagle-economist.com/2025/03/31/u...
US households are worried
Anxious waiting for April 2. Donald Trump will likely reveal more details about his tariff policy measures…
eagle-economist.com
March 31, 2025 at 7:52 PM
What caught my eye: Tariffs, tariffs, tariffs…

Some useful links on the current tariff wars!

eagle-economist.com/2025/02/02/w...
What caught my eye: Tariffs, tariffs, tariffs…
President Trump wants to impose 25% tariffs on Canada and Mexico and 10% tariffs on China.
eagle-economist.com
February 2, 2025 at 9:28 PM
The consensus on a strong dollar may be too complacent:
There are at least three reasons why the greenback might not follow the script currently signalled by markets

www.ft.com/content/24dc...
The consensus on a strong dollar may be too complacent
There are at least three reasons why the greenback might not follow the script currently signalled by markets
www.ft.com
January 20, 2025 at 10:28 PM
Chipmakers cut investment plans by $9.5bn on smartphone, EV slump

Intel, Samsung struggle as TSMC, SK Hynix enjoy AI boost

asia.nikkei.com/Business/Tec...
Chipmakers cut investment plans by $9.5bn on smartphone, EV slump
Intel, Samsung struggle as TSMC, SK Hynix enjoy AI boost
asia.nikkei.com
January 13, 2025 at 10:22 PM
What caught my eye: Lex Fridman podcast, inflation and interest rate tracker, German inflation

eagle-economist.com/2025/01/06/w...
What caught my eye: Lex Fridman podcast, inflation and interest rate tracker, German inflation
Just before the US presidential elections, the US economy is in a remarkably good state.
eagle-economist.com
January 6, 2025 at 9:59 PM
I have now finally watched the conversation between Lex Fridman and Volodymyr Selensky. Impressive and interesting.

www.youtube.com/watch?v=u321...
Volodymyr Zelenskyy: Ukraine, War, Peace, Putin, Trump, NATO, and Freedom | Lex Fridman Podcast #456
YouTube video by Lex Fridman
www.youtube.com
January 6, 2025 at 9:47 PM
What caught my eye: IPO comeback in the US, economic policy under President Trump, New York’s congestion pricing, and much more…

eagle-economist.com/2025/01/05/w...
What caught my eye: IPO comeback in the US, economic policy under President Trump, New York’s congestion pricing, and much more…
Just before the US presidential elections, the US economy is in a remarkably good state.
eagle-economist.com
January 5, 2025 at 9:09 PM
US Economy: Solid Growth, but Future Development is Uncertain

eagle-economist.com/2025/01/03/u...
US Economy: Solid Growth, but Future Development is Uncertain
Shortly after the US presidential elections, the US economy remains in good condition.
eagle-economist.com
January 3, 2025 at 3:58 PM
Biden blocks Nippon Steel’s $15bn takeover of US Steel

www.ft.com/content/cdb7...
Biden blocks Nippon Steel’s $15bn takeover of US Steel
Outgoing president says that takeover would threaten US security
www.ft.com
January 3, 2025 at 1:28 PM
Mexico’s 2025 GDP growth likely to lag behind other LatAm nations

"While Latin America is poised to experience moderate economic gains in 2025, both the World Bank and the United Nations project that Mexico’s growth will lag behind..."

mexiconewsdaily.com/business/mex...
Mexico’s 2025 GDP growth likely to lag behind other LatAm nations
Mexico's economic growth is being hampered by insecurity, lack of water and energy, and an uncertain policy atmosphere, say experts.
mexiconewsdaily.com
January 2, 2025 at 10:40 PM
South Korea's relentless 'impeachment game': 5 things to know
Instability over Yoon's failed push for martial law tests state institutions

asia.nikkei.com/Politics/Sou...
South Korea's relentless 'impeachment game': 5 things to know
Instability over Yoon's failed push for martial law tests state institutions
asia.nikkei.com
December 28, 2024 at 10:20 PM
South Korea's acting president impeached, political uncertainty deepens

Finance minister replaces Han Duck-soo in ongoing fallout from martial law

asia.nikkei.com/Politics/Sou...
South Korea's acting president impeached, political uncertainty deepens
Finance minister replaces Han Duck-soo in ongoing fallout from martial law
asia.nikkei.com
December 27, 2024 at 4:23 PM
What the Record Wave of New 65-Year-Olds Means for Wall Street

Financial institutions will profit from the shifting of retirement assets, but also face repayment risk from some seniors

www.wsj.com/finance/inve...
What the Record Wave of New 65-Year-Olds Means for Wall Street
Financial institutions will profit from the shifting of retirement assets, but also face repayment risk from some seniors.
www.wsj.com
December 27, 2024 at 4:15 PM
Worrying! "The global inflation battle is stalling and diverging."

www.ft.com/content/66cf...
The global inflation battle is stalling and diverging
Trump’s agenda and domestic uncertainty shroud the rate-cutting cycle
www.ft.com
December 21, 2024 at 10:45 PM
The Brazilian economy is doing quite well at the moment. This is further good news!

"Lula released a video statement. He promised vigilance on fiscal measures and emphasized the autonomy of the future Central Bank president, Gabriel Galípolo."

www.riotimesonline.com/lulas-centra...
Lula's Central Bank Autonomy Pledge Drives Interest Rate Decline
Brazilian financial markets took an unexpected turn last Friday and interest rates, which had been climbing steadily, suddenly dropped.
www.riotimesonline.com
December 21, 2024 at 10:37 PM