Links

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Links 28 October 2021

Global Macro / Markets / Investing: If This is a Wage-Price Spiral, Why Are Profits Soaring? – CEPR How to make fragile global supply chains stronger and more sustainable – The Conversation Is College Worth It? A Comprehensive Return on Investment Analysis – Freopp Why your credit card company wants to give you crypto –

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Links 27 October 2021

Global Macro / Markets / Investing: Is College Worth It? A Comprehensive Return on Investment Analysis – Freopp Asia-Pacific stocks mixed as HSBC earnings beat expectations; oil prices rise – CNBC Empirically grounded technology forecasts and the energy transition – Inet Inflation in the 21st Century: Taking Down the Inflationary Straw Man of the 1970s

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Links 26 October 2021

Global Macro / Markets / Investing: The Coming Electric Car Disruption That Nobody’s Talking About – Yahoo Shadow inflation: Shipping costs are up way more than you think – Freight Waves Twitter and Square CEO Jack Dorsey says ‘hyperinflation’ will happen soon in the U.S. and the world – CNBC Energy-Stock Surge Leaves Climate-Focused Investors

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Links 25 October 2021

Global Macro / Markets / Investing: Buying a coal mine and leaving the coal in the ground looks like a cost-effective way of sequestering carbon dioxide. – Marginal Revolution Jerome Powell believes inflation will be high until 2022 and sees rates hike premature – Digest Times Twitter and Square CEO Jack Dorsey says ‘hyperinflation’ will

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Weekend Reading: 23-24 October 2021

Global Macro / Markets / Investing: The Hidden Costs of Living Alone – The Atlantic How Corporations Keep Their Own Workers in Debt – Politico Amazon is now a bigger shipper in the U.S. than FedEx – Axios A new report shows how climate change is hurting your health – NPR How economists helped Big

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Links 22 October 2021

Global macro / Markets /Investing: More Bad Policies Contributing to the “Supply Chain Crisis” – Cato Of Shots and Supply-Chain Snarls – NY Times Fed’s Waller says high inflation through year end may need ‘aggressive’ response – Reuters The wealthiest 10% of Americans own a record 89% of all U.S. stocks – CNBC WTO director-general

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Links 21 October 2021

Global Macro / Markets / Investing: Supply chain chaos is hitting global growth and could get worse – CNBC Amazon’s Jeff Bezos ‘may have lied to Congress’ – BBC The World’s Biggest Real Estate Bubbles in 2021 – Visual Capitalist Pandemic Profit Pfizer’s Power – Public Citizen Americas: ‘People are fed up’: Dollar General workers

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Links 20 October 2021

Global Macro / Markets / Investing: Amazon’s Jeff Bezos ‘may have lied to Congress’ – BBC The wealthiest 10% of Americans own a record 89% of all U.S. stocks – CNBC OPEC misses crude output targets, straining global oil supply – World Oil Amazon Seeks to Hire 150,000 Seasonal U.S. Workers – WSJ Ignoring Climate

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Links 19 October 2021

Global Macro / Markets / Investing: Is the world economy entering a wage-price spiral? – Economist The Layman’s Guide to Financial Deceit – Insider Finance The Great Supply-Chain Massacre – Project Syndicate Inequality is an urban affair, and it’s due to new tech – VOX Startups are betting on a psychedelic gold rush – VOX

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Links 18 October 2021

Global Macro / Markets / Investing: The booming business of knitting together the world’s electricity grids – The Economist The Great Supply-Chain Massacre by Diane Coyle – Project Syndicate Startups are betting on a psychedelic gold rush – VOX Inequality is an urban affair, and it’s due to new tech – VOX Is Fed’s Inflation

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Weekend Reading 16-17 October 2021

Global Macro / Markets / Investing: New Research from Groundwork Collaborative Shows Link Between Price Hikes, Monopoly, and Corporate Greed – Groundwork Collaborative The climate disaster is here – an interactive – The Guardian The Impact of Public Debt on Economic Growth – Cato High Inflation Is Here To Stay – Reason How natural disasters

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Links 15 October 2021

Global Macro / Markets / Investing: High Inflation Is Here To Stay – Reason How natural disasters benefit rich people but make the poor poorer – The Guardian A New Global Economic Consensus – Project Syndicate What is the social cost of carbon? What should the discount rate be when applied to future benefits from

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Links 14 October 2021

Global Macro / Markets / Investing: Biggest U.S. Retailers Charter Private Cargo Ships to Sail Around Port Delays – WSJ IMF warns on inflation, says the Fed and others should be prepared to tighten policy – CNBC Stocks Fall As Oil Rallies – WSJ Global Equity Valuations – A Sector Neutral Perspective – Christophe Barraud

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Links 13 October 2021

Global Macro / Markets / Investing: A Nobel Prize for the Credibility Revolution – Marginal Revolution There Is Shadow Inflation Taking Place All Around Us – NY Times Gas prices skyrocket as the global energy crisis worsens – CNN Dollar hits highest vs yen in nearly 3 years as markets retain Fed taper bets –

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Links 12 October 2021

Global Macro / Markets / Investing: Smaller packs, same price: curse of ‘shrinkflation’ hits shoppers’ baskets – The Guardian IMF to issue downbeat outlook as spectre of stagflation looms – The Guardian The solution to poverty could be as “simple as expanding cash” – Axios Shipping crisis ‘to last to next summer’ as container vessels

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Links 11 October 2021

Global Macro / Markets / Investing: Is It Time for a New Economics Curriculum? – New Yorker Over 130 countries clinch a deal that could radically reshape how companies are taxed – NPR World food prices hit 10-year peak – Reuters The Value of Nothing: Capital versus Growth – American Affairs Journal Fed’s Brainard Says

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Weekend links: 9-10 October 2021

‘The Creek’ 1925, Arthur Streeton, Art Gallery of NSW   Macro and Markets The power trap: Why the energy crisis is a crisis of politics – New Statesman OPEC+ caution and money behind reluctance to pump more oil-sources – Reuters European gas prices slide back after Putin hints Russia may help “stabilise” the market –

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Links 8 October 2021

Global Macro / Markets / Investing: Silicon’s 300% Surge Throws Another Price Shock at the World – Bloomberg Gen X’s Wealth Has Gone Up 50% During the Pandemic – Bloomberg T-shirts and jeans may get more expensive as cotton prices hit 10-year high – CNN Rise in single people, who earn less, worries researchers –

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Links 7 October 2021

Global Macro / Markets / Investing: Trillion-dollar platinum coin could be minted at the last minute – Axios Rise in single people, who earn less, worries researchers – AP News A major energy price driven recession is coming this winter to Europe, India, China (on over 1.5x usa’s gdp) – Fortune Americas: US trade deficit

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Links 6 October 2021

Global Macro / Markets / Investing: Pandora papers: biggest ever leak of offshore data exposes financial secrets of rich and powerful. – The Guardian Nobody Really Knows How the Economy Works. A Fed Paper Is the Latest Sign. – NY Times Stock, Bond and Real Estate Prices Are All Uncomfortably High – NY Times Poor

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Links 4 October 2021

Global Macro / Markets / Investing: ‘A perfect storm’: supply chain crisis could blow world economy off course – The Guardian Nike, Under Armour and others face supply problems in Vietnam – CNN Inflation Gauge Hits Highest Since 1991 as Americans Spend More – Bloomberg Key inflation gauge watched by the Federal Reserve hits another

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Weekend Reading: 2-3 October 2021

Global Macro / Markets / Investing: How global supply chains are falling out of fashion – Yahoo Treasury bond yields are rising – Marketplace ‘Green growth’ doesn’t exist – The Guardian Americas: Manchin proposed $1.5T top-line number to Schumer this summer – Politico So long, pandemic pricing. Rents are skyrocketing – CNN Gun Maker Smith

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Links 1 October 2021

Global Macro / Markets / Investing: Treasury bond yields are rising – Market Place CEO pay has skyrocketed 1,322% since 1978: CEOs were paid 351 times as much as a typical worker in 2020 – EPI Amazon settles with employees allegedly fired for criticizing working conditions – Reuters The workers who keep global supply chains

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Links 30 September 2021

Global Macro / Markets / Investing: Ford boosts electric vehicle industry with $11.4 billion investment – NBC Remote work has changed the workplace. Now let’s change the work week — to 4 days – NBC EV start-up Lucid begins production of flagship Air sedan ahead of customer deliveries – CNBC Massively Reducing Food Waste Could

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Links 28 September 2021

Global Macro / Markets / Investing: Economics of remote work, why innovation happens or not, stagnation, cluster effects and latest innovation thinking. – The Do Better Most workers report being equally or more productive when working from home – Voiced Crowd The trillion dollar coin idea is back as a wacky way to prevent financial

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Links 27 September 2021

Global Macro / Markets / Investing: Most workers report being equally or more productive when working from home – Voiced Crowd The trillion dollar coin idea is back as a wacky way to prevent financial Armageddon – CNN Fed Economist Bemoans ‘Criminally Oppressive’ Social Order – Bloomberg Natural-gas prices are spiking around the world –

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Weekend Reading: 25-26 September 2021

Global Macro / Markets / Investing: A low-carbon economy is cheaper than the costs of climate change, a report says. – NY Times Going Big and Fast on Renewables Would Save Trillions in Energy Costs – Bloomberg Why everybody’s hiring but nobody’s getting hired – VOX The Fed has signalled an inflection point: US taper

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Links 24 September 2021

Global Macro / Markets / Investing: Whether it’s homes or jobs, our dreams are moving further out of reach every year – The Guardian Federal Reserve holds interest rates steady, says tapering of bond buying coming ‘soon’ – CNBC Fed doubles daily counterparty limit for overnight reverse repos from $80 billion to $160 billion –

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Links 23 September, 2021

Macro & Markets Central bankers should work to serve the people, not the markets – SCMP Pandemic has changed travel forever, says AirBnB boss – BBC Inflation to remain higher for two years, warns OECD – BBC The global supply chain crisis could fuel a severe dose of stagflation – Guardian, Roubini Global Traders Given