tom keene

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tom keene

tom keene

@tomkeene

bloomberg surveillance. present performance is no guarantee of future job.

Substantial Further Progress Katılım Mart 2009
17.4K Takip Edilen176.8K Takipçiler
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Robin Brooks
Robin Brooks@robin_j_brooks·
Of course it's possible that oil goes to $200. But that kind of price level basically assumes a return to full shut down for all oil coming out of the Persian Gulf and a very low price elasticity of demand. $200 isn't going to happen and $150 is a stretch. robinjbrooks.substack.com/p/how-high-wil…
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Hiawatha Bray
Hiawatha Bray@HiawathaBray·
Heck yeah. In a sane world, Norman Borlaug would be the most revered scientist of the 20th century. It's possible that Borlaug saved more lives than any other man in history. And yet many people familiar with that bonehead Ehrlich have never heard of Borlaug.
Owen Lewis@is_OwenLewis

🧵 1/14: Just days after Paul Ehrlich (the man whose 1968 book “The Population Bomb” predicted billions would starve) passed away, it’s the perfect moment to celebrate the scientist who proved Ehrlich and other doomsayers spectacularly wrong. Meet Norman Borlaug, the Iowa farm boy who launched the Green Revolution and quite literally saved a billion lives. This is the ultimate story of human ingenuity triumphing over scarcity.

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Douglas Irwin
Douglas Irwin@D_A_Irwin·
Menzie Chinn and I are delighted to have been awarded a 2026 TAA Textbook Excellence award for our @Cambridge_Uni text on International Economics . . .
Douglas Irwin tweet mediaDouglas Irwin tweet media
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Anna Wong
Anna Wong@AnnaEconomist·
The FOMC curiously revised growth upwards across all horizon (and potential BUT not the unemployment rate. Also the neutral rate. Looks like Fed buys the productivity story, but doesn’t buy the labor displacement story of AI. Classically the mainstream academic view.
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David R Kotok
David R Kotok@DavidKotokGIC·
If you look at the American K-shaped economy through a payroll data lens, the Hormuz closure oil price shock hits an already weakening US economy. The latest QCEW data mentioned by Steve is confirmation. Essentially, there is no job growth; healthcare employment is the exception. And we continue to chase out of the country some folks who would prefer to stay legally and work. dkotok.substack.com/p/stagflation-…
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Claudia Sahm
Claudia Sahm@Claudia_Sahm·
Finally, Powell throws the SEP under the bus. SKIP IT.
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Ziad Daoud
Ziad Daoud@ZiadMDaoud·
Iraq oil exports are down ~90%: • Hormuz is shut, the only outlet is a pipeline to Turkey • Its capacity = 0.4 million barrels daily • Pre-war exports = 3.5 million barrels a day bloomberg.com/news/articles/…
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tom keene
tom keene@tomkeene·
'AI companies are building the plane while it's still flying. Turns out they need more business-class seats.' @axios single best sentence i have seen on AI.
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