Macro

If you're not confused, you're not trying hard enough

Tricks of the Trade | Summer 2025

Confused Zero Sum Thinking

Notes on Comparing GDP | Summer 2025

The hardest part of macro is often prepping the data

US GDP Noise vs Signal | Summer 2025

How to interpret topline GDP data

Does Manufacturing Matter? | Summer 2025

Using input-output analysis to answer the question with a big fat yes

Why R? | Spring 2025

Why not? Becoming a coder in five minutes

Productivity | Spring 2025

A little bit of extra TFP growth can work wonders

Simulating AGI | Spring 2025

What happens if the machines take over?

Markov Chains | Spring 2025

A different way of looking at business cycles

US Inflation Watch | priming 2025

Outturns and expectations

US Labour Market Watch | priming 2025

Snapshots and dynamics

US Capital Outlays | priming 2025

Still investing for the future?

US Fiscal Monitor | priming 2025

How sustainable is America's finances?

US Consumer Watch | priming 2025

Seentiment and spending