inflation
FilterEveryone, all time44 from 24 people
- PK
Paul Krugman quoted
Trade economist, Nobel laureate in 2008 for his work…
Their wordsMy basic point — that Trump inherited a relatively benign inflation picture and threw that inheritance away with his tariffs and war — is even clearer from the PPI than the CPI.
↗The Bad News on Inflation Just Keeps Comingpaulkrugman.substack.com
- MY
Matthew Yglesias quoted
Writes Slow Boring, a near-daily newsletter on American…
Their wordsIn inflation-adjusted terms, hardcover books are much cheaper than they used to be.
- 1 day earlier
- BD
Brad DeLong quoted
Economics professor at the University of California
Their wordsThe Fed’s odds of threading the needle and getting inflation back down to target while avoiding a recession get much lower
↗An Inflation Report That Is Disappointingly High: CHART OF THE DAYbraddelong.substack.com
- PK
Paul Krugman quoted
Their wordsBut there is no question who is responsible for the resurgence in inflation: this is all on Trump, first the tariffs and then then the Iran war.
↗On Inflation, Trump Snatched Defeat from the Jaws of Victorypaulkrugman.substack.com
- PK
Paul Krugman quoted
Their wordsAnd there’s a big risk that the succession of inflation shocks will do what the post-Covid shock didn’t: get entrenched in expectations, so that we will need a recession to get inflation back down.
↗On Inflation, Trump Snatched Defeat from the Jaws of Victorypaulkrugman.substack.com
- 2 days earlier
- NS
Noah Smith quoted
Economics writer; author of the Noahpinion newsletter
Our readingThe post-pandemic disinflation was likely driven by Fed commitment and forward-looking expectations.
Their wordsThe most likely explanation for this “immaculate disinflation” is that as soon as businesses realized that the Fed would do whatever it took to beat inflation, they stopped raising prices — and inflation simply ended.
- NS
Noah Smith quoted
Their wordsMy suspicion is that the "immaculate disinflation" of 2022-23 had something to do with why Bob Hall and Mike Woodford finally got the Nobel they deserved.
- JC
John H. Cochrane quoted
Economist at the Hoover Institution
Their wordsI don’t think long recessions would be necessary. That’s pure Phillips curve thinking, that the only way to lower inflation is via high unemployment.
- 7 days earlier
- ZM
Zvi Mowshowitz quoted
Writes Don't Worry About the Vase
Their wordsGrade inflation at the undergraduate level is vastly worse than anything in high school.
↗Childhood and Education #21: Grades and Standardsthezvi.substack.com
- 3 days earlier
- NS
Noah Smith quoted
Their wordsTrump has done lots of things to make inflation worse in his second term: 1. Tariffs 2. Massive deficits that he says we can "pay back" with inflation 3. The Iran War
- 1 day earlier
- NS
Noah Smith quoted
Their wordsNote that this is also why the Inflation Reduction Act wasn't inflation-reducing. A capex boom temporarily raises prices.
- 1 day earlier
- JC
John H. Cochrane quoted
Their wordsCentral banks should hold inflation-protected bonds as the primary assets on their balance sheets.
- JC
John H. Cochrane quoted
Their wordsAt a basic level, holding real assets should help central banks to control inflation.
- 4 days earlier
- BC
Ben Carlson quoted
Director of institutional asset management at Ritholtz…
Their wordsThe Fed is probably going to keep hiking interest rates because inflation is higher than they'd like and economic growth remains strong.
↗Strange Timesawealthofcommonsense.com 1st of 3 in this piece
- BC
Ben Carlson quoted
Their wordsIt's possible inflation will remain high for some time even if the Fed keeps raising rates because of the war and AI capex binge.
↗Strange Timesawealthofcommonsense.com 3rd of 3 in this piece
- 5 days earlier
- NS
Nate Silver quoted
Forecaster, founder of FiveThirtyEight
Their wordsInflation in fuel prices is much higher in diesel-heavy farm states — and may explain some surprisingly competitive Senate races.
↗Diesel prices could crush Republicans in the heartlandnatesilver.net
- 1 day earlier
- PK
Paul Krugman quoted
Our readingRising diesel prices are even more likely than rising gasoline prices to drive up interest rates.
Their wordsFurthermore, rising diesel prices are even more likely than rising gasoline prices to drive up interest rates. Why? The Federal Reserve, which sets short-term interest rates, normally focuses on “core” inflation, which excludes volatile food and energy prices.
- 4 days earlier
- DD
Daniel W. Drezner quoted
Political scientist writing Drezner’s World on international relations
Their wordsThe current problem with prices might be one part AI construction boom, but it is one part Trump's tariffs and one part Trump's war in Iran as well.
↗Donald Trump Is No Longer Feareddanieldrezner.substack.com 2nd of 3 in this piece
- 3 days earlier
- SS
Scott Sumner quoted
Monetary economist known for NGDP-level targeting
Our readingUnder a 2% inflation-targeting regime, monetary policy carries no meaningful fiscal implications.
Their wordsBut under a 2% inflation targeting regime, it is not worth thinking about the fiscal implications of monetary policy-it's just not that important.
↗Don't mix fiscal and monetary policyscottsumner.substack.com 1st of 3 in this piece
- SS
Scott Sumner quoted
Their wordsFirst, the public hates inflation, much more than they hate taxes.
↗Don't mix fiscal and monetary policyscottsumner.substack.com 3rd of 3 in this piece
- 6 weeks earlier
- AB
Andrew Batson quoted
China economy researcher based in Beijing who writes…
Their wordsMy view is that an appreciation of China's REER is very much to be desired, but the real (haha) way to get there is through higher inflation domestically, and that means different macro policies.
↗Real talk about the exchange rateandrewbatson.com 1st of 3 in this piece
- 10 days earlier
- AT
Adam Tooze quoted
Economic historian, Kathryn and Shelby Cullom Davis…
Their wordsTo put this same story another way, the European car industry in the early 2020s was a prime example of greedflation i.e. companies taking advantage of the COVID shock and other disruptions and to hike profits at the expense of consumers.
↗Chartbook 460 Greedflation meets China shock: Can Europe's car industry be saved without making the cost of living crisis worse?adamtooze.substack.com 3rd of 4 in this piece
- 2 months earlier
- JB
Josh Barro quoted
Writes Very Serious, a newsletter on politics
Our readingThe Federal Reserve will need to raise interest rates rather than cut them to bring down inflation.
Their wordsI will be surprised if there are any votes for rate cuts, even from Warsh himself. The Fed may need to hike rates this year to tame inflation.
↗Fed Board Members: Stay In Your Seatsjoshbarro.com 3rd of 3 in this piece
- 3 weeks earlier
- BP
Brian Potter quoted
Structural engineer and writer
Their wordsConstruction costs tend to rise at, or above, the level of overall inflation, and it rarely (if ever) gets cheaper to build houses, offices, or other buildings.
- 3 weeks earlier
- TP
Thuan Pham quoted
Uber's first Chief Technology Officer, from 2013 to 2020
Their wordswe have a very clear definition and expectation of what it is at the staff engineer level because we benchmark ourselves to all the great company out there Google, Facebook and all that
↗Scaling Uber with Thuan Pham (Uber's first CTO)youtube.com 15th of 24 in this recording
- 3 weeks earlier
- LA
Lyn Alden quoted
Investment researcher and engineer who runs Lyn Alden Investment Strategy
Their wordsThere were booms and busts, and cumulative price inflation was zero, and the United States went from a new-world emerging backwater in the late 1700s to being the world's largest economy by the late 1800s.
↗Fractional Reserve Banking 101lynalden.com 3rd of 3 in this piece
- 4 weeks earlier
- JC
JL Collins quoted
Author of The Simple Path to Wealth…
Our readingTariffs are likely to become inflationary once companies can no longer absorb the added costs.
Their wordsThese tariffs are also likely to be very inflationary once companies are no longer willing or/and able to absorb them.
↗JL Goes International, and to ETFs…… Oh my!jlcollinsnh.com 2nd of 3 in this piece
- 4 months earlier
- AM
Andy Masley quoted
Writer on AI and the environment
Their wordsThis is the first conclusion of my deep dive: Data centers have (so far) not affected national average household electricity bills.
↗Data centers & electricity - part 1: as of 2025 they haven't raised national pricesblog.andymasley.com 2nd of 3 in this piece
- 8 months earlier
- BC
Bryan Caplan quoted
Their wordsSince signaling, not building human capital, is the main function of education, the main effect of government subsidies is credential inflation.
↗Selfishly Speaking, Who Should Skip College?betonit.ai 1st of 5 in this piece
- 4 weeks earlier
- DT
Donald Trump quoted
President of the United States
Our readingThe inflation of the early 2020s was caused by government overspending and rising energy prices.
Their wordsThe inflation crisis was caused by massive overspending and escalating energy prices, and that is why today I will also declare a national energy emergency.