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Macroecon

All articles tagged with #macroecon

macroecon15 days ago•15 min saved

Tariffs Knocked Down, AI Accelerates: Monday AM Reads

Barry Ritholtz curates Monday AM Reads, highlighting a divided U.S. Court of International Trade ruling Trump’s 10% tariffs unlawful, inflation expectations remaining anchored helping the Fed, cognitive traps that make stock-market bubbles hard to spot, billionaire backlash over pied-à-terre taxes, and AI’s rapid advance per Stanford’s AI Index alongside the AI-labor debate, plus Iran’s potential endurance in Hormuz, and the historical arc from Buckley to Citizens United on money in politics.

via The Big Picture|

#ai #inflation-expectations #macroecon

macroecon2 months ago•13 min saved

Oil Bets Ahead of Trump's Iran Post Lead Barry Ritholtz's Morning Reads

Barry Ritholtz’s morning reads span market signals, geopolitics, and tech: headline news notes about $580 million in oil bets placed before Donald Trump’s post on Iran talks, alongside pieces on prediction markets and information incentives, unclaimed pandemic tax credits, AI’s looming impact on jobs, the widening Iran conflict, and related coverage from outlets like The Atlantic, WaPo, WSJ, and Vanity Fair, plus a nod to next week's Masters in Business.

via ritholtz.com|

#ai #geopolitics #investing

macroecon4 months ago•14 min saved

Tariffs, AI bets, and a pivot in global markets: a midweek macro snapshot

Barry Ritholtz’s midweek reads point to tariffs that roughly 96% are paid by U.S. buyers rather than foreign exporters, a persistent AI infrastructure bet from Andreessen Horowitz despite chatter of an AI bubble, and the possibility of Europe weaponizing U.S. assets in a widened tariff war. The piece also highlights a broader shift toward international investing after a long period of U.S. market dominance, alongside notes on wealth migration from California, Trump-era power dynamics, and China’s rapid wind and solar expansion, all signaling a geopolitically nuanced macro backdrop.

via ritholtz.com|

#global-investing #macroecon #markets