https://www.edwardconard.com/macro-roundup/2025-01-22/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Wednesday, January 22, 2025.
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https://www.edwardconard.com/macro-roundup/2026-06-15/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Monday, June 15, 2026.
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https://www.edwardconard.com/macro-roundup/gideonrachman-argues-trump-started-a-lasting-revolution-in-americas-china-trade-and-industrial-policies-all-of-which-biden-is-building-out-in-a-more-systematic-way/
Why Joe Biden Is The Heir To Trump - Edward Conard
Sep 20, 2026 - .@gideonrachman argues Trump started a "lasting revolution" in America' China, trade, and industrial policies, all of which Biden is building out in a more...
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https://www.edwardconard.com/macro-roundup/2026-01-07/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Wednesday, January 7, 2026.
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https://www.edwardconard.com/macro-roundup/2021-05-04/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Tuesday, May 4, 2021.
edward conardmacrorounduparchive
https://www.edwardconard.com/macro-roundup/2017-04-19/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Wednesday, April 19, 2017.
edward conardmacrorounduparchive
https://www.edwardconard.com/macro-roundup/2025-11-07/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Friday, November 7, 2025.
edward conardmacrorounduparchive
https://www.edwardconard.com/macro-roundup/2022-12-08/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Thursday, December 8, 2022.
edward conardmacrorounduparchive
https://www.edwardconard.com/macro-roundup/a-four-star-american-air-force-general-fears-that-the-us-and-china-may-go-to-war-in-2025-in-a-leaked-memo-to-his-top-commanders-he-wrote-i-hope-i-am-wrong-my-gut-tells-me-we-will-fight-in/
US Air Force General Predicts China Conflict in 2025 - Edward Conard
Sep 20, 2026 - A four-star American air force general fears that the US and China may go to war in 2025. In a leaked memo to his top commanders, he wrote, “I hope I am wrong....
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https://www.edwardconard.com/macro-roundup/the-growth-in-medicare-spending-per-beneficiary-leveled-off-nearly-a-decade-ago-if-spending-had-grown-at-the-prior-rate-spending-since-2011-would-have-been-at-least-3-9-trillion-higher/
A Huge Threat to the U.S. Budget Has Receded. And No One Is Sure Why - Edward Conard
Sep 20, 2026 - The growth in Medicare spending per beneficiary leveled off nearly a decade ago, reducing spending since 2011 by at least $3.9 trillion vs. the previous trend.
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https://www.edwardconard.com/macro-roundup/2025-04-22/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Tuesday, April 22, 2025.
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https://www.edwardconard.com/macro-roundup/2024-07-24/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Wednesday, July 24, 2024.
edward conardmacrorounduparchive
https://www.edwardconard.com/macro-roundup/2024-01-11/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Thursday, January 11, 2024.
edward conardmacrorounduparchive
https://www.edwardconard.com/macro-roundup/joshrauh-and-gregory-kearney-argue-that-academic-research-especially-in-the-area-of-inequality-suffers-from-a-feedback-loop-where-journalists-desire-to-feature-left-leaning-research-which-in-turn/
The Economists Who’d Rather Be Influencers - Edward Conard
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https://www.edwardconard.com/macro-roundup/2025-07-15/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Tuesday, July 15, 2025.
edward conardmacrorounduparchive
https://www.edwardconard.com/macro-roundup/in-a-study-of-nearly-10000-us-schools-cedr_us-emily_r_morton-and-ajmceachin-find-that-remote-instruction-during-the-pandemic-was-a-primary-driver-of-widening-math-achievement-gaps-in-high-pover/
The Consequences of Remote and Hybrid Instruction During the Pandemic - Edward Conard
Sep 20, 2026 - In a study of nearly 10,000 US schools, remote instruction during the pandemic was a primary driver of widening math achievement gaps in high-poverty districts.
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https://www.edwardconard.com/?s=&content_type%5B0%5D=Macro+Roundup&topic_filter%5B0%5D=Institutional+Capabilities&is_primary=true&importance_filter=macro-roundup-weekly
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https://www.edwardconard.com/macro-roundup/2023-09-25/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Monday, September 25, 2023.
edward conardmacrorounduparchive
https://www.edwardconard.com/macro-roundup/2021-06-18/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Friday, June 18, 2021.
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https://www.edwardconard.com/macro-roundup/2024-04-17/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Wednesday, April 17, 2024.
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https://www.edwardconard.com/2014/09/25/does-rat-race-waste-resources-krugman-and-i-disagree/
Does Rat Race Waste Resources? Krugman and I disagree - Edward Conard
Jul 6, 2024 - Paul Krugman demonstrates a laughable misunderstanding of economics in his blog post “Having It and Flaunting It” yesterday. He mistakenly claims “status...
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https://www.edwardconard.com/macro-roundup/the-rate-of-increase-of-shale-production-is-slowing-domestic-oil-output-last-year-grew-at-one-third-of-the-annual-average-pace-seen-in-shales-heyday-from-2017-2019-wsj/
U.S. Shale Boom Shows Signs of Peaking as Big Oil Wells Disappear - Edward Conard
Sep 20, 2026 - The rate of increase of shale production is slowing. Domestic oil output last year grew at one-third of the annual average pace seen in shale’s heyday from...
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https://www.edwardconard.com/macro-roundup/2023-10-17/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Tuesday, October 17, 2023.
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https://www.edwardconard.com/macro-roundup/jasonfurman-argues-that-its-hard-to-believe-that-jobs-275k-above-steady-state-of-75k-is-compatible-with-inflation-falling-to-2-or-even-3/
Furman On Nonfarm Payrolls - Edward Conard
Sep 20, 2026 - .@jasonfurman argues that it’s "hard to believe that jobs 275K above steady state of 75K is compatible with inflation falling to 2% or even 3%."
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https://www.edwardconard.com/macro-roundup/western-countries-are-facing-tradeoffs-to-finance-increased-defense-spending-as-the-post-cold-war-peace-dividend-fades-in-the-face-of-chinese-and-russian-revanchism-with-20-of-31-nato-members-sti/
The ‘Eye-Watering’ Cost of Ending the Peace Dividend - Edward Conard
Sep 20, 2026 - Western countries are facing tradeoffs to finance increased defense spending, with 20 of 31 NATO members still below the 2% of GDP target.
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https://www.edwardconard.com/?s=&content_type%5B0%5D=Macro+Roundup&topic_filter%5B0%5D=Cronyism&is_primary=true&importance_filter=important
You searched for - Edward Conard
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https://www.edwardconard.com/macro-roundup/analysis-by-the-un-projects-that-by-2050-35-of-the-worlds-population-aged-15-24-will-live-in-africa-up-from-23-in-2023/
The World Is Becoming More African - Edward Conard
Sep 21, 2026 - Analysis by the UN projects that by 2050, 35% of the world’s population aged 15-24 will live in Africa, up from 23% in 2023.
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https://www.edwardconard.com/?s=&topic_filter%5B0%5D=Demographics&is_primary=false
You searched for - Edward Conard
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https://www.edwardconard.com/macro-roundup/2026-04-10/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Friday, April 10, 2026.
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https://www.edwardconard.com/?s=&topic_filter%5B0%5D=Monetary+Policy
You searched for - Edward Conard
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https://www.edwardconard.com/macro-roundup/2020-06-04/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Thursday, June 4, 2020.
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https://www.edwardconard.com/macro-roundup/2026-02-25/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Wednesday, February 25, 2026.
edward conardmacrorounduparchive
https://www.edwardconard.com/macro-roundup/some-18-of-chinas-900-dollar-billionaires-now-live-abroad-as-part-of-the-10-5mm-chinese-diaspora-1-5-of-all-chinese-with-investable-of-wealth-over-1mm-left-the-country-in-2023/
Living Outside China Has Become More Like Living Inside China - Edward Conard
Sep 20, 2026 - 18% of China's 900 $-billionaires live abroad as part of the 10.5mm Chinese diaspora; 1.5% of Chinese with investable wealth of over $1mm left China in 2023.
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https://www.edwardconard.com/macro-roundup/2023-08-08/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Tuesday, August 8, 2023.
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https://www.edwardconard.com/macro-roundup/2023-05-17/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Wednesday, May 17, 2023.
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https://www.edwardconard.com/macro-roundup/2019-05-28/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Tuesday, May 28, 2019.
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https://www.edwardconard.com/macro-roundup/2022-01-12/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Wednesday, January 12, 2022.
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https://www.edwardconard.com/?s=&topic_filter%5B0%5D=Taxation&importance_filter=macro-roundup-database
You searched for - Edward Conard
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https://www.edwardconard.com/macro-roundup/2025-11-17/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Monday, November 17, 2025.
edward conardmacrorounduparchive
https://www.edwardconard.com/macro-roundup/2026-07-08/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Wednesday, July 8, 2026.
edward conardmacrorounduparchive
https://www.edwardconard.com/macro-roundup/the-wave-of-murders-associated-with-the-pandemic-has-seemingly-crested-homicide-rates-are-still-well-above-the-pre-pandemic-level-but-2022-homicides-were-down-5-from-2021-foxjust/
Pandemic Murder Wave Has Crested. Here’s the Postmortem - Edward Conard
Sep 20, 2026 - The wave of murders associated with the pandemic has seemingly crested. Homicide rates are still well above the pre-pandemic level, but 2022 homicides were...
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https://www.edwardconard.com/macro-roundup/the-united-states-and-the-philippines-undertook-their-largest-joint-exercises-in-30-years-in-the-northern-philippines-over-the-weekend-ft/
US War Games Touch Nerve in Philippines as Tensions Flare With China - Edward Conard
Sep 20, 2026 - The United States and the Philippines undertook their largest joint exercises in 30 years in the northern Philippines over the weekend. @FT
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https://www.edwardconard.com/macro-roundup/bridgewater-argues-that-we-are-in-a-moment-of-bearish-disequilibrium-as-fed-policy-has-made-short-rates-too-attractive-relative-to-bonds-and-stocks/
An Update from Our CIOs: The Tightening Cycle Is Beginning to Bite - Edward Conard
Sep 20, 2026 - .@Bridgewater argues that we are in a moment of “Bearish Disequilibrium,” as Fed policy has made short rates too attractive relative to bonds and stocks.
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https://www.edwardconard.com/macro-roundup/a-goldmansachs-analysis-argues-that-high-interest-rates-are-likely-to-continue-given-current-high-inflation-and-wider-deficits-and-notes-that-the-us-and-uk-are-the-most-obvious-candidates-f/
DM Debt - How to Move Mountains - Edward Conard
Sep 20, 2026 - A @GoldmanSachs analysis argues that high interest rates are likely to continue given current high inflation and wider deficits, and notes that “the US and UK...
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https://www.edwardconard.com/macro-roundup/after-examining-all-us-and-canadian-private-and-public-firms-with-10mm-in-sales-verdadcap-concludes-that-the-relationship-between-a-firms-market-share-and-return-on-assets-equity-is-virtually/
Market Share and Profitability - Edward Conard
Sep 20, 2026 - @verdadcap concludes that the relationship between a firm's market share and return on assets/equity is "virtually non-existent."
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https://www.edwardconard.com/macro-roundup/2021-06-29/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Tuesday, June 29, 2021.
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https://www.edwardconard.com/macro-roundup/2024-07-31/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Wednesday, July 31, 2024.
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https://www.edwardconard.com/macro-roundup/fedguy12-thinks-that-equity-prices-currently-have-a-favorable-backdrop-given-his-view-that-ongoing-treasury-issuance-is-not-much-different-in-effect-from-straight-money-printing/
Crash Up - Edward Conard
Sep 20, 2026 - .@FedGuy12 thinks that equity prices have a favorable outlook given his view that ongoing Treasury issuance is not much different from straight money printing
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https://www.edwardconard.com/?s=&content_type%5B0%5D=Macro+Roundup&topic_filter%5B0%5D=Incentives%2FRisk-Taking&is_primary=true&importance_filter=macro-roundup-database
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https://www.edwardconard.com/macro-roundup/azizsunderji-notes-record-breaking-rates-of-new-business-formation-since-the-pandemic-but-argues-that-we-will-not-know-if-this-translates-into-productivity-gains-for-some-time/
Creative Destruction After the Pandemic - Edward Conard
Sep 20, 2026 - .@AzizSunderji notes record-breaking rates of new business formation since the pandemic but argues that we will not know if this translates into productivity...
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https://www.edwardconard.com/macro-roundup/2021-11-01/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Monday, November 1, 2021.
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https://www.edwardconard.com/?s=&content_type%5B0%5D=Macro+Roundup&topic_filter%5B0%5D=Race&is_primary=true&importance_filter=macro-roundup-database
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https://www.edwardconard.com/macro-roundup/2024-03-18/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Monday, March 18, 2024.
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https://www.edwardconard.com/macro-roundup/2023-11-01/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Wednesday, November 1, 2023.
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https://www.edwardconard.com/macro-roundup/mainland-chinese-moving-assets-out-of-china-account-for-half-of-the-1500-singapore-based-single-family-offices/
Booming Chinese Family Offices Recruit Top Bankers in Singapore - Edward Conard
Sep 20, 2026 - Mainland Chinese moving assets out of China account for half of the 1,500 Singapore-based single-family offices. @ft
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https://www.edwardconard.com/?s=&content_type%5B0%5D=Macro+Roundup&topic_filter%5B0%5D=Growth&is_primary=true&importance_filter=macro-roundup-weekly
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https://www.edwardconard.com/macro-roundup/2026-08-24/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Monday, August 24, 2026.
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https://www.edwardconard.com/macro-roundup/a-goldmansachs-forecast-argues-the-fomc-will-not-moderate-the-pace-of-balance-sheet-reductions-until-late-2024-they-write-that-the-reduction-is-likely-already-anticipated-by-financial-mark/
When Will Balance Sheet Runoff End and How Will the Fed Know When to Stop? - Edward Conard
Sep 20, 2026 - A @GoldmanSachs forecast argues the FOMC will not moderate the pace of balance sheet reductions until late 2024. They write that the reduction is “likely...
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https://www.edwardconard.com/macro-roundup/2021-02-19/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Friday, February 19, 2021.
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https://www.edwardconard.com/macro-roundup/almost-35-of-americans-are-engaged-at-work-relative-to-just-5-of-japanese-7-of-french-workers-10-of-britons-and-17-of-germans/
Don’t Blame “Quiet Quitting” On Gen-Z - Edward Conard
Sep 20, 2026 - Almost 35% of Americans are engaged at work relative to just 5% of Japanese, 7% of French workers, 10% of Britons, and 17% of Germans.
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https://www.edwardconard.com/macro-roundup/2020-09-02/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Wednesday, September 2, 2020.
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https://www.edwardconard.com/macro-roundup/a-nature-study-notes-a-new-h5n1-bird-flu-strain-is-driving-the-record-worldwide-outbreak/
How the Current Bird Flu Strain Evolved to be so Deadly - Edward Conard
Sep 20, 2026 - A @Nature study notes a new H5N1 bird flu strain is driving the record worldwide outbreak.
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https://www.edwardconard.com/macro-roundup/noting-for-the-past-15-years-r-g-marcgoldwein-argues-that-in-a-world-where-r-g-at-current-debt-stocks-and-primary-deficits-the-us-will-face-a-debt-spiral/
R versus G and the National Debt - Edward Conard
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https://www.edwardconard.com/macro-roundup/treasurys-new-buyback-program-will-allow-the-treasury-to-add-and-remove-duration-into-the-market-an-ability-previously-only-held-by-the-fed-fedguy12/
Dealer of Second to Last Resort - Edward Conard
Sep 20, 2026 - Treasury's new buyback program will allow the Treasury to "add and remove duration into the market," an ability previously only held by the Fed. @FedGuy12
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https://www.edwardconard.com/macro-roundup/2025-05-29/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Thursday, May 29, 2025.
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https://www.edwardconard.com/macro-roundup/the-decline-in-college-attendance-by-recent-high-school-graduates-is-entirely-driven-by-a-decline-in-students-choosing-to-attend-2yr-schools-in-2022-45-1-of-high-school-graduates-enrolled-in-a-4yr/
Is College Enrollment Falling? - Edward Conard
Sep 20, 2026 - The decline in college attendance by recent high school graduates is entirely driven by a decline in students choosing to attend 2yr schools. In 2022, 45.1% of...
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https://www.edwardconard.com/?s=&content_type%5B0%5D=Macro+Roundup&topic_filter%5B0%5D=Fiscal+Deficits&is_primary=true&importance_filter=macro-roundup-database
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https://www.edwardconard.com/macro-roundup/under-the-ups-teamsters-deal-full-time-drivers-will-make-170000-in-annual-pay-and-benefits-by-the-end-of-the-five-year-contract-ups-lowered-its-profit-forecast-due-to-the-higher-labor-costs/
Everyone Wants to Work at UPS After Teamsters Deal - Edward Conard
Sep 20, 2026 - Under the UPS-Teamsters deal full-time drivers will make $170,000 in annual pay and benefits by the end of the five year contract. UPS lowered its profit...
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https://www.edwardconard.com/macro-roundup/theeconomist-reports-that-between-mid-2020-2022-americas-lower-earners-saw-cumulative-inflation-of-13-5-whereas-middle-earners-saw-15-5-the-difference-was-largely-driven-by-car-prices-and-fuel-e/
Inflation Usually Hits America’s Poor Hardest. Not This Time - Edward Conard
Sep 20, 2026 - .@TheEconomist reports that between mid-2020-2022 America's lower earners saw cumulative inflation of 13.5% whereas middle earners saw 15.5%. The difference...
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https://www.edwardconard.com/macro-roundup/ft-reports-that-researchers-at-the-lawrence-livermore-national-laboratory-have-achieved-a-net-energy-gain-in-a-fusion-power-experiment-producing-2-5-megajoules-of-energy-about-120-per-cent-of-ene/
Fusion Energy Breakthrough by US Scientists Boosts Clean Power Hopes - Edward Conard
Sep 20, 2026 - .@ft reports that researchers at the Lawrence Livermore National Laboratory have achieved a net energy gain in a fusion power experiment - producing 2.5...
fusion energyclean poweredward conardbreakthroughscientists
https://www.edwardconard.com/macro-roundup/jburnmurdoch-checks-the-pulse-of-millennials-and-finds-that-their-inflation-adjusted-per-capita-wealth-is-tracking-boomers-but-boomers-got-there-first-and-bought-the-best-houses-in-a-cheap/
Millennials Are Not As Badly-Off As They Think — But Success Is Bittersweet - Edward Conard
Sep 20, 2026 - .@jburnmurdoch checks the pulse of millennials and finds that their inflation-adjusted per capita wealth is tracking boomers, but “boomers got there first and...
badly offedward conardmillennialsthinksuccess
https://www.edwardconard.com/macro-roundup/2023-04-05/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Wednesday, April 5, 2023.
edward conardmacrorounduparchive
https://www.edwardconard.com/macro-roundup/paulkrugman-argues-that-the-sharp-rise-in-real-interest-rates-likely-represents-a-market-overreaction-but-he-notes-thats-what-id-like-to-believe-so-maybe-you-shouldn/
Are High Interest Rates the New Normal? - Edward Conard
Sep 20, 2026 - .@paulkrugman argues that the sharp rise in real interest rates likely represents a market overreaction, but he notes, “That’s what I’d like to believe, so...
the new normalinterest ratesedward conardhigh
https://www.edwardconard.com/macro-roundup/2020-06-10/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Wednesday, June 10, 2020.
edward conardmacrorounduparchive
https://www.edwardconard.com/macro-roundup/a-goldmansachs-analysis-argues-us-power-demand-will-grow-at-2-4-year-through-2030-versus-0-over-the-last-decade-they-forecast-data-centers-will-be-8-of-power-demand-by-2030-from-3-currently/
Generational Growth AI, Data Centers and the Coming US Power Demand Surge - Edward Conard
Sep 20, 2026 - A @GoldmanSachs analysis forecasts that data centers will be 8% of power demand by 2030 from 3% currently.
ai data centersthe comingpower demandedward conardgenerational
https://www.edwardconard.com/macro-roundup/2026-06-18/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Thursday, June 18, 2026.
edward conardmacrorounduparchive
https://www.edwardconard.com/macro-roundup/2023-07-07/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Friday, July 7, 2023.
edward conardmacrorounduparchive
https://www.edwardconard.com/macro-roundup/warren-buffett-sold-his-stake-in-taiwan-semiconductor-manufacturing-company-citing-geopolitical-risk-markets/
Buffett Praises BYD and TSMC After Selling Shares of Both Firms - Edward Conard
Sep 20, 2026 - Warren Buffett sold his stake in Taiwan Semiconductor Manufacturing Company, citing geopolitical risk. @markets
edward conardbuffettpraisesbydtsmc
https://www.edwardconard.com/macro-roundup/johnhcochrane-argues-dollarization-is-the-closest-argentina-can-likely-get-to-an-independent-central-bank-he-notes-that-argentina-will-need-a-way-to-access-dollars/
Pro Dollarization - Edward Conard
Sep 20, 2026 - .@JohnHCochrane argues dollarization is the closest Argentina can likely get to an independent central bank. He notes that Argentina will need a way to access...
edward conardprodollarization
https://www.edwardconard.com/macro-roundup/in-the-12-months-ending-march-2024-china-ran-a-goods-trade-surplus-of-844b-however-only-411b-has-been-repatriated-two-of-the-three-drivers-of-this-form-of-capital-flight-are-unlikely-to-be-revers/
China's Unremitted Export Earnings - Edward Conard
Sep 20, 2026 - In the 12 months ending March 2024, China ran a goods trade surplus of $844B, however only $411B has been repatriated.
edward conardchinaunremittedexportearnings
https://www.edwardconard.com/macro-roundup/nicholas-eberstadt-aei-notes-that-the-age-adjusted-mortality-rates-for-americans-born-in-1990-the-year-after-the-berlin-wall-fell-is-now-higher-than-for-those-born-in-1960-and-4x-higher-than-italy/
Who Won the Cold War? Part II - Edward Conard
Sep 20, 2026 - Nicholas Eberstadt @AEI notes that the age-adjusted mortality rates for Americans born in 1990, the year after the Berlin Wall fell, is now higher than for...
the cold warpart iiedward conard
https://www.edwardconard.com/macro-roundup/nicholas-eberstadt-aeiecon-argues-that-the-46-plunge-in-chinas-birth-rate-over-the-last-six-years-is-driven-by-a-new-national-pessimism-among-young-people/
China’s Collapsing Birth and Marriage Rates Reflect a People’s Deep Pessimism - Edward Conard
Sep 20, 2026 - Nicholas Eberstadt @AEIecon argues that the 46% plunge in China's birth rate over the last six years is driven by a new national pessimism among young people.
marriage ratesedward conardcollapsingbirthreflect
https://www.edwardconard.com/macro-roundup/apple-doubled-iphone-production-in-india-last-fiscal-year-assembling-14-of-iphones-there-as-it-accelerates-efforts-to-move-manufacturing-out-of-china/
Apple’s India iPhone Output Hits $14 Billion in China Shift - Edward Conard
Sep 20, 2026 - Apple doubled iPhone production in India last fiscal year, assembling 14% of iPhones there as it accelerates efforts to move manufacturing out of China.
in chinaedward conardindiaiphoneoutput
https://www.edwardconard.com/macro-roundup/the-resumption-of-student-loan-payments-has-coincided-with-a-1-5-drop-in-real-retail-spending-for-25-34-year-olds-vs-growth-of-2-5-4-2-for-other-age-groups-josephpolitano/
The Economic Fallout of Student Loan Forbearance Ending - Edward Conard
Sep 20, 2026 - The resumption of student loan payments has coincided with a 1.5% drop in real retail spending for 25-34-year-olds, vs. growth of 2.5-4.2% for other age groups.
student loanedward conardeconomicfalloutforbearance
https://www.edwardconard.com/macro-roundup/2019-11-08/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Friday, November 8, 2019.
edward conardmacrorounduparchive
https://www.edwardconard.com/?s=&content_type%5B0%5D=Macro+Roundup&topic_filter%5B0%5D=China&is_primary=true&importance_filter=macro-roundup-database
You searched for - Edward Conard
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https://www.edwardconard.com/macro-roundup/2023-09-13/
Macro Roundup Archive - Edward Conard
The academic papers, blog posts, and media articles on the economy curated in Ed Conard's Macro Roundup for Wednesday, September 13, 2023.
edward conardmacrorounduparchive
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