Apricitas Economics

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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
 • 
Joseph Politano
America's Missing Empty Homes
Housing Vacancy Rates are at Historic Lows—Signaling an Extremely Supply-Constrained Market
 • 
Joseph Politano
Celebrating Apricitas' 1-Year Anniversary
Looking Back—and Forward—On This Newsletter
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Joseph Politano
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
 • 
Joseph Politano
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
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Joseph Politano
9
August 2023
The Economics of Global Rearmament
How Allies are Supplying the Ongoing Defense of Ukraine and Managing its Growing Costs
 • 
Joseph Politano
6
Have Rising Mortgage Rates Frozen the Housing Market?
Not as Much as You'd Think
 • 
Joseph Politano
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
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Joseph Politano
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
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Joseph Politano
1
The EU's Fragile Recovery
The EU's Economic Recovery Has Been Slow and Weak—and is Increasingly at Risk
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Joseph Politano
4
What was the Tech-cession?
Understanding Why Tech Layoffs Started—and Stopped—and What it Means for the Rest of the Economy
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Joseph Politano
9
July 2023
Sticking the Soft Landing
Supply and Demand-Side Drivers of Inflation Have Eased Tremendously—Without a Recession
 • 
Joseph Politano
1
© 2023 Joseph Politano
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