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The Fed Sees a Softer, Higher Landing
Fed Forecasts Now Imply a Recession is Not Necessary to Stop Inflation and that Rates Might Remain Higher For Much Longer
Sep 21
•
Joseph Politano
38
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The Fed Sees a Softer, Higher Landing
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America's Missing Empty Homes
Housing Vacancy Rates are at Historic Lows—Signaling an Extremely Supply-Constrained Market
Sep 18
•
Joseph Politano
38
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America's Missing Empty Homes
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Celebrating Apricitas' 1-Year Anniversary
Looking Back—and Forward—On This Newsletter
Sep 12
•
Joseph Politano
72
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Celebrating Apricitas' 1-Year Anniversary
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25
How Weight Loss Drugs Stopped a Danish Recession
Denmark's Economy Would Be Shrinking—Were It Not For a Massive Boom in Pharmaceutical Exports Driven by Ozempic & Wegovy
Sep 9
•
Joseph Politano
65
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How Weight Loss Drugs Stopped a Danish Recession
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3
America's Weakening Labor Market
Job and Wage Growth Have Decelerated Substantially This Year—Signaling a Likely End to Exceptionally Strong Pandemic-Era Labor Markets
Sep 2
•
Joseph Politano
66
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America's Weakening Labor Market
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9
August 2023
The Economics of Global Rearmament
How Allies are Supplying the Ongoing Defense of Ukraine and Managing its Growing Costs
Aug 29
•
Joseph Politano
41
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The Economics of Global Rearmament
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6
Have Rising Mortgage Rates Frozen the Housing Market?
Not as Much as You'd Think
Aug 17
•
Joseph Politano
33
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Have Rising Mortgage Rates Frozen the Housing Market?
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3
The State of Russia's Wartime Economy
Russia's Economy is Recovering From Western Sanctions—But the Cost of the War Itself is Growing
Aug 12
•
Joseph Politano
71
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The State of Russia's Wartime Economy
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19
Germany's Industrial Slowdown
Amidst Energy and Supply-Chain Crises, German Manufacturing Output has Been Especially Weak—and Looks to be Slowing Down Once Again
Aug 11
•
Joseph Politano
20
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Germany's Industrial Slowdown
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1
The EU's Fragile Recovery
The EU's Economic Recovery Has Been Slow and Weak—and is Increasingly at Risk
Aug 9
•
Joseph Politano
42
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The EU's Fragile Recovery
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4
What was the Tech-cession?
Understanding Why Tech Layoffs Started—and Stopped—and What it Means for the Rest of the Economy
Aug 6
•
Joseph Politano
61
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What was the Tech-cession?
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9
July 2023
Sticking the Soft Landing
Supply and Demand-Side Drivers of Inflation Have Eased Tremendously—Without a Recession
Jul 29
•
Joseph Politano
67
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Sticking the Soft Landing
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