The hottest Economic Impact Substack posts right now

And their main takeaways
Category
Top World Politics Topics
Noahpinion β€’ 8588 implied HN points β€’ 05 Feb 24
  1. Tariffs are likely to be a significant tool in the upcoming global trade war, but may not be the most effective solution
  2. China is responding to its economic slowdown by heavily investing in export manufacturing, potentially flooding global markets with cheap goods
  3. The threat of tariffs against Chinese exports is prompting various countries and trade entities to consider imposing their own tariffs, leading to a potential widespread increase in trade barriers
Welcome to Absurdistan β€’ 6132 implied HN points β€’ 28 Jan 24
  1. Canada's Liberal Party, in power for a century, is projected to lose to Conservatives.
  2. The government funded NGO, CAHN, was found to drive bureaucratic action by labelling opposition as hate.
  3. Trudeau's invocation of the Emergencies Act based on fabricated intelligence led to backlash against his leadership.
Robert Reich β€’ 27025 implied HN points β€’ 22 May 23
  1. Debt ceiling standoffs have a long history and often involve high national debts from tax cuts.
  2. Treasury secretaries resort to extreme measures to keep paying bills during debt ceiling conflicts.
  3. Biden should continue paying bills, avoid declaring an 'X-date' or defaulting, despite escalating demands.
Construction Physics β€’ 12735 implied HN points β€’ 11 Jul 23
  1. In the early 20th century, mail-order homes became popular due to factors like railroad expansion and availability of goods in catalogs.
  2. Mail-order homes were not only limited to houses; they also included gas stations and barns.
  3. The fall of mail-order homes was attributed to competition from other building methods and advancements in construction technology.
Get a weekly roundup of the best Substack posts, by hacker news affinity:
Faster, Please! β€’ 1553 implied HN points β€’ 13 Jan 24
  1. Interest rates could be used to predict advancements in artificial general intelligence.
  2. MIT economist Daron Acemoglu suggests that the impact of AI may not be as transformative as expected.
  3. Financial markets may offer insights into the future of artificial intelligence development.
Faster, Please! β€’ 639 implied HN points β€’ 23 Feb 24
  1. Health innovations like AI-powered drug discovery and new weight-loss drugs (like Ozempic) can significantly improve health outcomes and lead to longer, better lives.
  2. The economic impact of health innovations can be substantial, positively affecting the economy by increasing labor force participation, reducing absenteeism, and improving overall health leading to potential GDP growth.
  3. Poor health not only affects individuals but also has broader economic implications such as lowering labor force participation, increasing absenteeism, and reducing potential labor force growth due to early death from disease.
In My Tribe β€’ 318 implied HN points β€’ 25 Feb 24
  1. In some areas, class status is heavily influenced by college education and the prestigious Yankee settled areas.
  2. Martin Gurri envisions a future where the online electorate has more direct engagement in government and information is more transparent.
  3. It's important to consider the long-term effects of defense spending on the economy, as resources might be more beneficial if allocated elsewhere.
Bitcoin Magazine Pro β€’ 511 implied HN points β€’ 17 Jan 24
  1. Bitcoin's worldwide acceptance is growing post ETF approval in the US.
  2. Countries are reevaluating their digital asset policies in response to Bitcoin's rise.
  3. Bitcoin is influencing global economic and political decisions, especially in countries like El Salvador, Argentina, India, and China.
Erdmann Housing Tracker β€’ 168 implied HN points β€’ 01 Mar 24
  1. About 30-40% of people don't believe increasing housing supply will lower prices or rents.
  2. In cities with limited housing supply, population growth can lead to decreased housing availability, impacting affordability.
  3. Cities that don't build enough housing can have negative impacts on low-income residents, forcing displacement and exacerbating housing affordability issues.
The Newsletter of (Not Quite) Everything β€’ 334 implied HN points β€’ 24 Jan 24
  1. Labour's deputy leader highlighted the financial impact on working people under successive Conservative governments.
  2. The UK's urban economies have suffered from significant underperformance, leading to a cumulative loss in wealth for the average person.
  3. The majority of UK cities experienced growth in employment but not in productivity, resulting in a 'growthless recovery' with various factors at play, such as Brexit and infrastructure decisions.
News Items β€’ 412 implied HN points β€’ 09 Jan 24
  1. War over Taiwan would have a significant cost in blood and treasure, surpassing previous global crises like the war in Ukraine and Covid pandemic.
  2. A conflict in Taiwan would devastate its economy by around 40%, impacting other major economies like China and the US.
  3. The global GDP would suffer a significant 10.2% decline, with countries like South Korea and Japan most affected.
God's Spies by Thomas Neuburger β€’ 70 implied HN points β€’ 13 Mar 24
  1. Global warming is accelerating according to three key graphs, showing temperature rise, ocean surface temperature, and energy imbalance.
  2. The energy imbalance data reveals a significant increase in energy retained by the planet, indicating an accelerating rate of heat retention.
  3. Considering the potential collapse of the future economy due to climate change, the question arises about how much of the current economy people are willing to sacrifice to prevent a complete economic collapse.
Discourse Blog β€’ 1061 implied HN points β€’ 05 Oct 23
  1. Retailers are using the narrative of organized theft to justify store closures, blame financial downturns, and push for harsher laws and increased police funding.
  2. There is doubt and skepticism about the actual extent and impact of organized retail theft, despite widespread media coverage and corporate claims.
  3. The response to the perceived rise in theft includes enhanced security measures, stricter laws, and significant funding for law enforcement, generating concerns about over-policing and reinforcing damaging narratives.
Raheem Kassam's Substack β€’ 1985 implied HN points β€’ 03 Mar 23
  1. Curtis Ellis's posthumous book 'Pandemonium' is essential for understanding the Chinese Communist Party.
  2. The book blames America's foreign policy for its relationship with the CCP.
  3. It sheds light on how the CCP manipulates its targets into unwittingly supporting its agenda.
Technology Made Simple β€’ 119 implied HN points β€’ 03 Feb 24
  1. The liquidation of Evergrande is not expected to be as severe as the Lehman Brothers moment in 2008.
  2. Evergrande's debt crisis was fueled by borrowing to expand quickly, raising concerns about the risks of high leverage in business growth.
  3. The collapse of Evergrande could have significant impacts on China's economy, real estate sector, financial system, and global commodity prices.
The Sunday Morning Post β€’ 117 implied HN points β€’ 07 Jan 24
  1. The housing market has a significant impact on the U.S. economy, representing 15-18% of GDP.
  2. High interest rates and low inventory in 2023 caused fewer transactions and high home prices.
  3. Predictions for 2024 include falling interest rates leading to more supply, potential modest price declines, and buyers becoming more rational.
The Dollar Endgame β€’ 319 implied HN points β€’ 28 Sep 23
  1. Japan is facing challenges with its currency and bond market, with the USD/JPY crossing critical levels and the market pressuring the Yen amidst debt concerns.
  2. The US bond market is experiencing significant turbulence, with record lows in various instruments and rising yields posing challenges for investors.
  3. China is grappling with an economic slowdown fueled by a declining property market and potential need for widespread bailouts, leading to concerns about the country's economic future.
Asian Century Stocks β€’ 275 implied HN points β€’ 11 Oct 23
  1. Australia's housing market has experienced a long boom driven by various factors like low interest rates, commodity exports, and immigration.
  2. The affordability of Australian properties is a concern with high housing market values, low rental yields, and high household debt compared to income.
  3. Rising interest rates, declining job market, and decreasing migration from mainland China could lead to a potential housing market slump in Australia.
The Commonplace β€’ 715 implied HN points β€’ 06 May 23
  1. Where you are born often determines the football team you support - geography is destiny.
  2. Growing up with local town football leaves a lasting imprint and connection, even if you try to distance yourself.
  3. Lower league football reflects the connection between fans and players, where hope and support can make a difference, showing the importance of optimism and perseverance.
cryptoeconomy β€’ 609 implied HN points β€’ 13 May 23
  1. Debt ceiling is approaching, and the government is trying to scare voters with extreme consequences like starving schoolchildren and financial market defaults.
  2. Negotiations involve significant spending cuts, particularly from rolling back spending to last year's level and applying a 1% annual cap for the next 10 years.
  3. If government spending reduces by roughly 50%, it could lead to a surplus to pay down debt, suggesting a need to cut unconstitutional and unnecessary programs.
Dana Blankenhorn: Facing the Future β€’ 117 implied HN points β€’ 08 Dec 23
  1. The world is currently in a Global Civil War with conflicts between democracy, capitalism, and enforced unity.
  2. Despite economic prosperity, the pressure is on balancing between democratic pluralism and enforced conformity.
  3. The hope for 2024 lies in the economic forces favoring pluralism, despite the challenges posed by autocrats and fascist tendencies.
The Ruffian β€’ 239 implied HN points β€’ 23 Sep 23
  1. Life is not always a zero-sum game where one side's gain is another's loss.
  2. Economic growth and innovation can lead to a non-zero-sum situation where everyone benefits.
  3. The zero-sum mindset can influence politics and cultural attitudes, impacting views on income distribution and societal dynamics.
Workforce Futurist by Andy Spence β€’ 341 implied HN points β€’ 02 Aug 23
  1. The lasting repercussions of the pandemic on the workforce are now being felt, with a focus on mental illness, economic injury, and burnout.
  2. The first three waves of the pandemic brought devastating impacts on health systems and mortality rates globally.
  3. Employers must address workforce challenges arising from illness, burnout, and economic inactivity by making smart decisions and implementing evidence-based solutions.
Geopolitical Economy Report β€’ 538 implied HN points β€’ 17 Apr 23
  1. Economists in Russia observe the country's deepening integration with Asia and its shift away from neoliberal economics.
  2. Despite Western sanctions and the war in Ukraine, Russia's economy has been relatively resilient with only a minor decrease in growth.
  3. Russian economists are increasingly adopting anti-neoliberal positions, emphasizing state controls and redistribution as crucial for economic survival against sanctions.
The Overshoot β€’ 511 implied HN points β€’ 13 Feb 23
  1. The Bank of England is grappling with the challenges of high inflation, low GDP, and rising unemployment due to tight labor and energy markets.
  2. There is significant uncertainty in economic forecasts, leading to a cautious approach in monetary policy decisions.
  3. Brexit has had a major impact on the UK's productivity growth and economic performance, with factors like weak business investment and health-related inactivity contributing to the situation.
Interconnected β€’ 184 implied HN points β€’ 02 Oct 23
  1. Ford's pause on the CATL plant is not primarily about China, but rather about leverage between Ford and the UAW in a labor strike.
  2. Multiple incentives and support were provided for the CATL-powered plant, despite CATL being a Chinese company.
  3. The uncomfortable reliance on Chinese technology by US EV makers like Ford is a mutual issue, not just a one-sided concern.
System Change β€’ 432 implied HN points β€’ 02 Mar 23
  1. Austerity in Britain has negatively impacted public services and public sector employees.
  2. The economic policy of austerity has failed and led to a significant decrease in real wages for British workers.
  3. High public debt in Britain is a consequence of economic policy failure and does not directly impact the funding of public services.
Geopolitical Economy Report β€’ 458 implied HN points β€’ 30 Nov 22
  1. EU leaders are frustrated that the US is profiting from the Ukraine proxy war by selling weapons and expensive natural gas, causing economic distress in Europe.
  2. The US prioritizes its new cold war with China over EU interests, leading Europe to feel like an afterthought in US policy.
  3. Historically high energy prices in Europe are threatening to bankrupt industries, pushing companies to consider moving their operations to the United States.
Apricitas Economics β€’ 50 implied HN points β€’ 04 Dec 23
  1. Restarting student loan payments has led to higher delinquencies and lower consumer spending, despite some relief measures being in place.
  2. The end of student loan forbearance has caused a noticeable but modest impact on the economy as households resume making payments.
  3. Policy changes and billions in student debt forgiveness have eased the burden on borrowers, resulting in a decrease in total outstanding student loan debt.
The Works in Progress Newsletter β€’ 7 implied HN points β€’ 06 Mar 24
  1. Institutional changes can be designed to buy in established interests using gains from reform which may avoid prolonged and violent conflicts for reform.
  2. The development of liberal institutions for long-term economic growth can present challenges for countries with existing poor institutions as seen in the Western Europe, East Asia, and North America regions.
  3. Instituting successful and lasting institutional reforms requires careful management of suboptimal institutions to effect change quickly and avoid backlash, as demonstrated by the agricultural reforms in Tsarist Russia under Pyotr Stolypin.
Model Thinking β€’ 239 implied HN points β€’ 26 Mar 23
  1. One potential strategy to end the conflict between Russia and Ukraine is to pay Russian soldiers to surrender, offering significant sums of money and potentially EU citizenship for them and their families.
  2. Economist Bryan Caplan suggests that offering both payments and citizenship could be more effective in incentivizing soldiers to defect compared to just financial compensation.
  3. By estimating the impact and potential gains of implementing such a strategy, it is suggested that it could lead to a quicker end of the war, saving significant resources and lives, if successfully executed.