Victoria Guida
@vtg2.bsky.social
Economics correspondent and columnist at Politico. Signal: vguida.28
Reposted by Victoria Guida
Question from @vtg2.bsky.social : are you worried about a contraction in AI investment?
A: These companies actually have earnings. Clearly data centers are a source of growth. But consumer spending is much bigger than that and continues to defy forecasts this year. [my argument all the time!!!]
A: These companies actually have earnings. Clearly data centers are a source of growth. But consumer spending is much bigger than that and continues to defy forecasts this year. [my argument all the time!!!]
October 29, 2025 at 7:13 PM
Question from @vtg2.bsky.social : are you worried about a contraction in AI investment?
A: These companies actually have earnings. Clearly data centers are a source of growth. But consumer spending is much bigger than that and continues to defy forecasts this year. [my argument all the time!!!]
A: These companies actually have earnings. Clearly data centers are a source of growth. But consumer spending is much bigger than that and continues to defy forecasts this year. [my argument all the time!!!]
Reposted by Victoria Guida
Meanwhile @vtg2.bsky.social and I have a discussion in @politico.com today that places the Framework a little more firmly in intra-Democratic policy debates.
(With a social preview image that strongly implies Ezra Klein was a White House aide.) /8
www.politico.com/news/magazin...
(With a social preview image that strongly implies Ezra Klein was a White House aide.) /8
www.politico.com/news/magazin...
Abundance vs. Populism: A Former White House Aide Wants Democrats to Have It Both Ways
Democrats are promising to take on the high cost of living. Can they even agree on what’s causing the affordability crisis?
www.politico.com
October 22, 2025 at 5:23 PM
Meanwhile @vtg2.bsky.social and I have a discussion in @politico.com today that places the Framework a little more firmly in intra-Democratic policy debates.
(With a social preview image that strongly implies Ezra Klein was a White House aide.) /8
www.politico.com/news/magazin...
(With a social preview image that strongly implies Ezra Klein was a White House aide.) /8
www.politico.com/news/magazin...
Are you saying that anytime a political party shifts its messaging on an issue in response to what’s going on in the country, they are hypocrites? That feels reductive to me.
(And running on the fact that tariffs are taxes is, yes, a shift in messaging for the party)
(And running on the fact that tariffs are taxes is, yes, a shift in messaging for the party)
October 5, 2025 at 5:44 PM
Are you saying that anytime a political party shifts its messaging on an issue in response to what’s going on in the country, they are hypocrites? That feels reductive to me.
(And running on the fact that tariffs are taxes is, yes, a shift in messaging for the party)
(And running on the fact that tariffs are taxes is, yes, a shift in messaging for the party)
FWIW, I’m not sure where you got that — I didn’t remotely call them hypocrites
October 5, 2025 at 5:29 PM
FWIW, I’m not sure where you got that — I didn’t remotely call them hypocrites
Reposted by Victoria Guida
Q from @vtg2.bsky.social: As markets have questions about Trump's intentions w/ the Fed, what would you point to as signs that the FOMC is making decisions on the economic outlook not the political picture?
A [paraphrasing]: Listen to communications, "you would be able to tell".
A [paraphrasing]: Listen to communications, "you would be able to tell".
September 17, 2025 at 6:54 PM
Q from @vtg2.bsky.social: As markets have questions about Trump's intentions w/ the Fed, what would you point to as signs that the FOMC is making decisions on the economic outlook not the political picture?
A [paraphrasing]: Listen to communications, "you would be able to tell".
A [paraphrasing]: Listen to communications, "you would be able to tell".
Thank you so much!
September 17, 2025 at 12:13 AM
Thank you so much!
Doesn’t have to be VHS. But I’m not not talking about VHS…
August 30, 2025 at 3:06 AM
Doesn’t have to be VHS. But I’m not not talking about VHS…