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Unironically feel such pride watching this team. KD is a patriot. Yelling “these colors don’t run” as LeBron gives a random Serbian the ppls elbow. Greatest country in the world

DC metro has made incredible strides

Ozimek was skeptical about the transitory nature of inflation circa 2021, contrary to most economists. He’s been right about a lot of things. If the Fed doesn’t cut rates it could make another big mistake.

Lindsay Owens Joe Weisenthal I don't think they should look like they are panicking. But it was a mistake, and they should do more than they otherwise would have in September and begin signaling that now

This is a structural and seasonal factor moving forward. Climate change (stronger hurricanes + wildfires + hotter temperatures) is leading to tangible economic costs.

Fed Funds minus wage growth is now at its highest level (most restrictive vs wage growth) since the start of 2001:

Markets today (I had to...!)

I think the Fed has been engaging in a slow moving error of becoming increasingly behind the curve. While inflation has come down a lot and the labor market slowed, some of this was based on what you know interest rates do and how long they have been high, so common sense or

"While Iran is not the only regional actor that must be restrained, its behaviour is increasingly aggressive and destructive," writes Joe Webster. "Beijing is uniquely positioned to hold back Tehran. If it fails, the region should take notice." lowyinstitute.org/the-interprete…

SAIC MG plans to build a plant and an R&D center in Mexico. If confirmed and executed, this would be major development. SAIC already exports tens of thousands of MG brand cars to Mexico. cnevpost.com/2024/08/08/mg-…

boop

*UPDATED* (and still true) When you build "luxury" new apartments in big numbers, the influx of supply puts downward pressure on rents at all price points -- even in the lowest-priced Class C rentals. Here's evidence of that happening right now: There are 21 U.S. markets where

Sad to see reporters use this verbatim from Rystad: "By 2026, solar power alone will surpass coal as China's primary energy source, with a cumulative capacity exceeding 1.38 terawatts (TW)—150 gigawatts (GW) more than coal." By 2026, solar will NOT be the primary energy source.

More than just a Russian gas shock. Germany is also experiencing a bit of a China shock -- look at the fall in German direct exports to China over the last few years (as a share of German GDP) 1/2

China, Korea, and Japan together build over 90% of the world's shipping tonnage. The US builds just 0.2% This week in a Noah Smith 🐇🇺🇸🇺🇦🇹🇼 / Construction Physics cross post, I look at why the US struggles to build ships. construction-physics.com/p/why-cant-the…

With Tropical Storm Francine approaching central Louisiana, it's important to take stock of its potential impacts, including for energy markets.