Sarah Min highlights a pivotal shift in investor attention toward Nvidia amid challenges from China and strong demand for graphics processors. Following a four-day market downturn, U.S. stock futures dipped slightly, influenced by Trump’s tariff delay on the EU, creating optimism for stability. Insights from Rich Saperstein suggest potential investment opportunities ahead, despite ongoing uncertainty. Read more about the market dynamics here: https://www.cnbc.com/2025/05/27/stock-market-today-live-updates.html #Nvidia #AI #StockMarket #Investors #Earnings #Tariffs #Macroeconomics
#macroEconomics
https://www.alojapan.com/1280479/japans-national-cpi-climbs-3-6-yoy-in-april-core-cpi-rises-more-than-expected/ Japan’s National CPI climbs 3.6 % YoY in April, Core CPI rises more than expected #CPI #inflation #Japan #JapanNews #Macroeconomics #news Japan’s National Consumer Price Index (CPI) climbed by 3.6% YoY in April, compared to the previous reading of 3.6%, according to the latest data released by the Japan Statistics Bureau on Friday. Further details unveil that the National CPI ex Fresh food arrived at 3.5% YoY in April versus 3.2% prior. The f…
People should understand the concept of fiscal multipliers. I have $100. What's the best way to use it, such that its effects are strongest?
Give it to a millionaire? It'd likely just disappear into an investment without any guarantee it was domestic.
If it doesn't return into the domestic market, it's a zero fiscal multiplier. If I had to go into debt to give that $100 out, it becomes a negative fiscal multiplier.
#Macroeconomics #USPol
https://www.reuters.com/world/us/us-house-republicans-set-pre-dawn-votes-get-trump-tax-bill-over-finish-line-2025-05-22/
https://www.alojapan.com/1278822/wall-street-sours-tokyo-trembles-bond-vigilantes-call-the-shots/ Wall Street sours, Tokyo trembles; Bond vigilantes call the shots #bonds #CentralBanks #Macroeconomics #news #SP500 #TechnicalAnalysis #Tokyo #TokyoNews #東京 #東京都 The big tech sugar high wore off overnight, with Wall Street snapping its six-day winning streak in a session that sputtered from soft open to risk-off reversal, dragging the S&P 500 and Nasdaq into the red since the Moody’s downgrade. While the proximate catalyst was a gumbo of head…
President Trump’s tariffs and their scattershot rollout have once again raised concerns that the United States may soon face an economic downturn. While the odds of an outright recession have fallen as the highest levies have been paused, there are reasons to be worried about the ability of consumers to continue to prop up growth.
#recession #depression #macroeconomics #Trumpism #trade #economics #tariffs #collapse
https://www.nytimes.com/interactive/2025/05/15/business/economy/us-economy-recession-consumer-spending.html
📊 Breaking News: Economists Actually Agree on Something! After 40 years of research, mainstream macroeconomists have achieved what was thought impossible - convergence on basic principles. This might be more miraculous than successfully herding cats! 🐱 #Economics #MacroEconomics
Interesting #macroeconomics view: “Consequently, predicted TFP (aka productivity) gains over the next 10 years are even more modest and are predicted to be less than 0.55%.…even when #AI improves the productivity of low-skill workers in certain tasks (without creating new tasks for them), this may increase rather than reduce inequality… Finally, some of the new tasks created by AI may have negative social value…”
https://academic.oup.com/economicpolicy/article-abstract/40/121/13/7728473?login=false
Green OA version: https://economics.mit.edu/sites/default/files/2024-04/The%20Simple%20Macroeconomics%20of%20AI.pdf
https://www.alojapan.com/1275064/japans-akazawa-government-will-continue-to-demand-review-of-us-tariffs/ Japan’s Akazawa: Government will continue to demand review of US tariffs #Japan #JapanNews #Macroeconomics #news #unitedstates Japan’s Economy Minister Ryosei Akazawa said on Friday that the government will continue to demand a review of US tariffs and take all necessary steps to offer liquidity aid to impacted firms. Key quotes Improvements in job, income conditions are likely to underpin a moderate economic recovery.Must be mindful of down…
@economics @economics-that-works
“An increasing number of Chinese industries are in acute rivalry with high-value American industries, and China’s gains are our losses. The US cannot remain a military superpower without being an industrial superpower.”
Michael Roberts reviews the book: https://thenextrecession.wordpress.com/2025/05/13/geonomics-nationalism-and-trade/
#MAGA #industrialPolicy #macroEconomics #Trumpism #geonomics #geoEconomics #protectionism #tariffs #devaluation #economy #economics #nationalism #USA #China #Fasteau #Fletcher
Federal “debt” is the total of outstanding #Treasury #Securities.
The US government could pay off all its so-called “debt” tomorrow simply by debiting all Treasury-security accounts and crediting the Treasury-Security owners’ checking accounts.
The entire process neither adds nor subtracts money from the economy (but for interest paid).
#obligations #bonds #liquidity #borrowing #debt #money #Treasury #PublicTreasury #currency #MMT #policy #economy #credit #economics #macroEconomics #USPol
https://www.alojapan.com/1261474/aud-jpy-rises-above-91-00-following-key-economic-data-from-australia-japan/ AUD/JPY rises above 91.00 following key economic data from Australia, Japan #AUDJPY #australia #crosses #Japan #JapanNews #Macroeconomics #news AUD/JPY advances as the Australian Dollar strengthens on CPI data from Australia and PMI figures from China.Australian Treasurer Jim Chalmers remarked that markets continue to expect further interest rate cuts despite the inflation uptick.The Japanese Yen softens amid weaker-than-expected industrial p…
Nobody ever reimburses national debt. Sovereign states restructure it.
#bonds #liquidity #liquidities #securities #borrowing #debt #deficit #money #Treasury #PublicTreasury #currency #MMT #policy #economy #credit #economics #obligations #titles #slogan #macroEconomics #rents #funding #politics
The sovereign state borrows from other financial institutions: the national Treasury offers an "obligation" or a "bond" whereby it #promises to later give away its fiat currency in exchange for the actual payment of money or title presented by the rentier.
It gets more complicated: https://mas.to/@maugendre/109760408033385603
#securities #borrowing #debt #deficit #money #Treasury #currency #MMT #policy #economy #credit #economics #obligations #titles #slogan #UK #macroEconomics #rents #bonds #funding
Kenya set to surpass Ethiopia as East Africa’s largest economy in 2025 – IMF http://newsfeed.facilit8.network/TKMclQ #Kenya #Ethiopia #EastAfrica #Economy #Macroeconomics
https://www.alojapan.com/1256679/japans-tokyo-cpi-inflation-rises-to-3-5-yoy-in-april/ Japan’s Tokyo CPI inflation rises to 3.5% YoY in April #CPI #inflation #Japan #JapanNews #Japanese #JapaneseNews #Macroeconomics #news The headline Tokyo Consumer Price Index (CPI) for April climbed 3.5% YoY as compared to 2.9% in the previous month, the Statistics Bureau of Japan showed on Friday. Meanwhile, the Tokyo CPI ex Fresh Food, Energy came in at 2.0% in April vs. 1.1% in March. Additionally, Tokyo CPI ex Fresh Food rose 3.4% Y…
Power is budgeted. And the bill is due.
Chaos & Order #6 is now live.
The U.S. and China are locked in a debt spiral with no exit ramp:
• Treasury dependence is America’s silent weakness
• China still holds leverage
• The standoff grows riskier
Read it here → https://chaosandorderinsight.substack.com/p/chaos-and-order-6-the-debt-mutual
3 “The bottom line is that depreciating the #dollar comes with some risks. There is no free lunch in #macroeconomics.”
https://www.alojapan.com/1255475/trump-administration-says-cannot-give-japan-special-tariff-treatment/ Trump administration says cannot give Japan special tariff treatment #Japan #JapanNews #Macroeconomics #news #TradeWar #unitedstates The United States told Japan that it cannot give Japan special treatment regarding tariffs during talks held earlier this month, NHK said citing multiple Japanese governments. Additionally, Treasury Secretary Scott Bessent stated on Wednesday that the US does not have specific currency targets in mind as part of…
https://www.alojapan.com/1252660/tokyo-tosses-detroit-a-bone-but-dont-expect-a-motor-city-parade-down-the-ginza/ Tokyo tosses detroit a bone — But don’t expect a motor city parade down the ginza #Japan #Macroeconomics #news #Tokyo #TokyoNews #TradeBalance #unitedstates #東京 #東京都 Just as I was settling in to prep the week ahead, a headline with perfect diplomatic optics popped: “Tokyo eyes easing rules for american car imports: Nikkei.” Now, I’m not trying to be overly cynical here, but we flagged this exact move back on April 16 — and why it’s more about…
https://www.alojapan.com/1250490/aud-jpy-trades-below-91-00-as-japans-core-inflation-rises-in-march/ AUD/JPY trades below 91.00 as Japan’s core inflation rises in March #AUDJPY #crosses #Japan #JapanNews #Macroeconomics #Majors #news AUD/JPY stays subdued amid thin trading, as Australian markets remain closed for the Good Friday holiday.Australia’s March labor data has intensified speculation of a potential 25 basis point rate cut by the RBA in May.In Japan, the “core-core” CPI, , which excludes fresh food and energy—rose to 2.9% in March fr…
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