The hottest Economy Substack posts right now

And their main takeaways
Category
Top Business Topics
CalculatedRisk Newsletter 14 implied HN points 17 Jan 25
  1. Housing starts for December were 1.499 million, which is 15.8% higher than November but 4.4% lower than December 2023.
  2. Single-family housing starts rose slightly compared to November, while multi-family starts saw a drop year-over-year.
  3. Total housing starts decreased by 2.6% in 2024 compared to 2023, with single-family homes seeing a slight increase while multi-family homes declined significantly.
Letters from an American 17 implied HN points 26 Nov 24
  1. President Biden's economic policies focus on investing in infrastructure and creating jobs, aiming to grow the economy from the middle out rather than the top down.
  2. The incoming Trump administration plans to cut taxes for the wealthy and reduce regulations, which could shift the tax burden onto lower-income families.
  3. Many of Trump’s administration picks are billionaires, raising concerns about potential conflicts of interest and whether policies will favor the ultra-wealthy over ordinary Americans.
Fight to Repair 19 implied HN points 19 Sep 22
  1. Apple's iPhone 14 features a design that prioritizes repairability, marking a significant shift for the company and a win for right-to-repair advocates.
  2. iOS 16.0.1 has been shown to remove certain repair locks in the iPhone 14, indicating progress in enabling independent repairs, especially in the base model.
  3. India is experiencing a rising demand for refurbished gadgets, highlighting the need for a robust ecosystem to support repair and refurbishment services locally.
On Looking 39 implied HN points 09 Apr 22
  1. Discourses of style and copyright emerged around the same time, intertwining romantic ideas of creativity with economic and legal rights for authors.
  2. Style interacts with the market through constraints like deadlines and budgets, impacting the types of illustrations that are in demand.
  3. Understanding the economic aspects of style can empower artists in a commercial world, providing agency and prompting critical reflection on their practice.
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Pekingnology 60 implied HN points 19 Jul 23
  1. The Chinese government has issued a document to promote and support the development of the country's private economy.
  2. The document emphasizes creating a fair and transparent business environment, protecting property rights, and fostering innovation in private enterprises.
  3. It also encourages social responsibility, international competitiveness, and the active participation of private enterprises in major national strategies.
Midwest Humble 13 implied HN points 28 Jan 25
  1. The Detroit-Ann Arbor Innovation Corridor is about creating links between the startups in both cities. It focuses on attracting talent and resources to benefit the startup ecosystem.
  2. Affordable housing is a big issue in Ann Arbor, making it tough for new talent to settle there. Collaborating with Detroit could help address this challenge.
  3. There are good transport options like the D2A2 Bus that connect the two cities. More awareness and community connections could strengthen opportunities for networking and collaboration.
Kyla’s Newsletter 67 implied HN points 27 Apr 23
  1. Our attention is valuable in the marketplace, companies will pay big money to capture it.
  2. Media and narratives can shape our thoughts and perspectives, affecting how we perceive reality.
  3. Market forces influence storytelling, from news media outrage to consumer goods pricing.
The Good blog 39 implied HN points 30 Jan 24
  1. AI governance can be viewed through different frames like product safety, innovation policy, and national security risk.
  2. Different approaches to AI governance include preventing competitive dynamics, addressing great power conflict, and improving consumer welfare.
  3. AI governance also encompasses considerations related to military technology, economic growth benefits, and political economy.
Letters from an American 15 implied HN points 18 Dec 24
  1. Trump's recent press conference highlighted his usual style of making big threats and claims without a solid understanding of the issues. This often keeps the media focused on him.
  2. Business leaders supporting Trump are more interested in tax cuts and less regulation. They seem to not worry about his more extreme promises like deportations or tariffs, seeing them as just talk.
  3. Mitch McConnell, the Senate minority leader, is pushing back against some of Trump's radical ideas. He wants to protect important policies and believes in keeping a strong role for the Senate.
Apricitas Economics 52 implied HN points 09 Sep 23
  1. Demand for weight loss drugs in Denmark prevented a recession by boosting pharmaceutical exports
  2. Danish pharmaceutical industry experienced massive growth in production but faced challenges meeting demand
  3. The export boom in pharmaceuticals positively impacted Danish economy but did not fully translate to domestic consumption growth
C.O.P. Central Organizing Principle. 12 implied HN points 24 Jan 25
  1. Trump's tax policies aim to favor wealthy individuals and corporations while shifting the tax burden onto everyday Americans. This approach could lead to economic challenges and deeper recessions.
  2. There is criticism of the inflation issues facing Americans, which some believe is fueled by elite financial practices rather than external factors like foreign oil prices. Wealthy individuals often benefit from market manipulations that hurt consumers.
  3. The current economic situation may be linked to excessive defense spending and misguided financial strategies, suggesting that real change requires a re-evaluation of how money is managed in the U.S.
Letters from an American 17 implied HN points 31 Oct 24
  1. If Trump wins, Elon Musk wants to cut a ton of government spending, which could hurt programs people rely on, like education and housing.
  2. The economy is currently doing well, but some believe that Trump's plans could cause serious problems down the line, despite initial growth.
  3. Trump's campaign is worried about losing support, especially with past decisions on healthcare and women’s rights making some voters uneasy.
Spilled Coffee 16 implied HN points 07 Nov 24
  1. Donald Trump is returning to the White House, and Republicans now control the Senate. The outcome makes some happy and others upset, but that’s how democracy works.
  2. Life goes on after elections; people still go to work and school, and the community remains the same. It's normal for neighbors to be different political supporters.
  3. The stock market and economy are not going to crash due to election results. History shows that both parties have their turn in power, and the country continues to move forward.
European Straits 46 implied HN points 06 Sep 23
  1. The era of startups may be coming to an end, urging entrepreneurs to consider new strategies.
  2. Factors like shifting demographics, capital scarcity, and deglobalization are influencing the decline in innovation.
  3. Venture capital is evolving, with a potential reversion back to its original niche, impacting the fate of startups.
Apricitas Economics 51 implied HN points 10 Jun 23
  1. UK's economy has shrunk by 0.5% since the pandemic while other economies have grown
  2. UK has the worst labor market recovery in the G7 with declining employment rates
  3. British inflation crisis remains severe with high CPI and real growth weakness
Some Unpleasant Arithmetic 10 implied HN points 20 Jan 25
  1. Argentina's President Javier Milei has had a surprisingly positive first year, with the economy starting to recover from a significant recession.
  2. Inflation remains high but is showing signs of stabilization, with measures in place to control prices and exchange rates.
  3. Milei's economic strategy revolves around allowing both the local peso and foreign currencies like the dollar to coexist, aiming to maintain money demand and improve economic confidence.
The Transcript 19 implied HN points 13 Mar 23
  1. Mark-to-market losses in bonds are widespread, even at the Fed.
  2. A bank recently failed due to rapidly expanding deposits and poor management.
  3. The failure of the bank was not due to credit risk.
Fight to Repair 19 implied HN points 28 Jun 22
  1. FTC is taking action against companies like Harley-Davidson and Westinghouse for limiting customers' right to repair, which restricts choices and can cost consumers more money
  2. Exploring concepts like the circular economy vs. degrowth can lead to business innovations that prioritize sustainability and affordability by reusing and recycling materials
  3. Congress is pushing for investigations into the automotive industry's right to repair, aiming to protect consumers' ability to repair their own products and improve competitive repair markets
Kyla’s Newsletter 44 implied HN points 27 Jul 23
  1. The economy seems to be improving with growth, inflation cooling, and real wages increasing.
  2. Factors like government spending and low borrowing rates have helped avoid a recession.
  3. Challenges remain with issues like housing shortages, student loan payments, and worker strikes.
Links I Would Gchat You If We Were Friends 59 implied HN points 05 Feb 21
  1. Many individuals, particularly women, have ventured into direct-to-consumer businesses on Instagram to navigate economic uncertainty during the pandemic.
  2. These Instagram shops offer a direct-to-consumer model, bypassing middlemen and conducting transactions through platforms like Cash App or Venmo.
  3. The rise of small online businesses during the pandemic reflects a mix of creative side hustles and potential income protection strategies in response to economic challenges.
The Leadership Lab 19 implied HN points 17 May 22
  1. A recession impacts startups significantly, affecting growth, fundraising, and hiring - requiring adjustments in strategy and operations.
  2. During a downturn, funding becomes scarce and expensive for startups, necessitating better metrics and more time for fundraising.
  3. Hiring becomes easier for startups during a downturn as talent floods the market, enabling better negotiation on salary and equity demands.
Apricitas Economics 41 implied HN points 18 Jul 23
  1. Student loan payments are restarting in the US, impacting millions of Americans and the economy.
  2. The restart of student loan payments will affect household finances and consumer spending.
  3. There are changes to student loan repayment plans, potentially reducing monthly payments for many borrowers.
Sector 6 | The Newsletter of AIM 19 implied HN points 16 Oct 22
  1. Indian IT companies are taking the issue of moonlighting seriously, indicating it's a significant concern for the industry.
  2. There's a lot of apprehension about a global recession due to factors like inflation and rising interest rates.
  3. Experts believe that the economy could dip into a recession by mid-next year, affecting businesses worldwide.
QTR’s Fringe Finance 25 implied HN points 21 Feb 24
  1. Many Americans are not optimistic about the economy under Bidenomics, with challenges such as declining real wages and increasing part-time employment
  2. Bidenomics relies on Keynesian policies involving significant deficit spending, contributing to a ballooning national debt and potentially harmful economic impacts
  3. There's a call for a fiscal rule to limit government spending based on population growth and inflation, along with reducing the Fed's balance sheet to promote a more sustainable fiscal and monetary direction
QTR’s Fringe Finance 29 implied HN points 13 Dec 23
  1. NPCs in video games are characters controlled by programming and lack independent thought, and this concept is applied to describe certain individuals in real life scenarios.
  2. Passive stock market investors are compared to headless chickens mindlessly moving around, fueled by 'animal spirits' that keep the market going up.
  3. The stock market is considered overpriced, with potential risks of massive deleveraging, deflationary depression, and negative effects of a nation monetizing its own debt.
QTR’s Fringe Finance 34 implied HN points 29 Aug 23
  1. Over $10 trillion was recklessly spent on Covid relief, making people significantly poorer.
  2. The government's panicked spending went unnoticed by many due to the distribution method of electronic funds and stimulus checks.
  3. Inflation devalued household savings, widening the wealth gap and creating social stratification.
CalculatedRisk Newsletter 23 implied HN points 20 Feb 24
  1. Invitation Homes focused on boosting occupancy rates in Q4 for peak leasing season, taking an aggressive stance.
  2. Renewal rates for rental properties were pushed lower than expected with renewal rate increases averaging 6.8%.
  3. Despite previous claims of pricing rentals at 'market' levels, recent data suggests that renewal rates have not followed this trend for Invitation Homes.
QTR’s Fringe Finance 44 implied HN points 27 Mar 23
  1. Central banks may bail out markets, but something is still likely to break.
  2. Complacency in the market is leading to outrageous behavior and volatility is expected with rate hikes.
  3. The system's flaws will lead to a major malfunction in prices, and the Fed's actions are crucial in this scenario.