𝖠𝖽𝖺𝗆 𝖲𝗁𝖺𝗉𝗂𝗋𝗈
Macrodata Refinement
Views are my own | Private account
- Twitter and consumer sentiment have officially decoupled
- A highly relevant paper by my colleague Mauricio Ulate, and coauthors Andres Rodriguez-Clare and Jose Vasquez assessing the consequences of the recent tariffs. U.S. real income falls by 1% by 2028, with some states having declines of more than 3%. www.frbsf.org/wp-content/u...
