The hottest Economy Substack posts right now

And their main takeaways
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Candidates must promise, and deliver, family formation

Sex and the State • 38 implied HN points • 25 Dec 25
🇺🇸 U.S. Politics Economy
  1. Low family formation among working-class, non-college people — especially men in unstable or low-paying jobs — is driving cultural and political shifts that benefit conservatives.
  2. Promises of good, stable jobs matter because steady employment makes men more likely to be seen as marriageable and supports family formation, while means-tested welfare can reduce the incentive to marry.
  3. To win back working-class voters outside high-opportunity cities, Democrats need to offer pathways to good jobs and family formation rather than only promoting welfare, and they should understand these voters' family-oriented motivations.

Recruiting Brainfood - Issue 346

Recruiting Brainfood • 550 implied HN points • 28 May 23
💼 Business Economy
  1. Earn candidates' trust by focusing on transparency, reciprocity, unity, speed, and truthfulness.
  2. Implement AI responsibly by considering ethical questions and practical applications.
  3. Consider the impact of layoffs on Glassdoor company reviews and strategies for managing reputational damage.

TL;DRussia Weekend Roundup

TL;DRussia • 550 implied HN points • 15 Apr 23
🌍 World Politics Economy
  1. The Kremlin is escalating its military call-up process by digitizing and tightening rules for serving military notices.
  2. Russian citizens are expressing dissatisfaction with the new measures, but resistance or protests are not yet widespread.
  3. Academic research is shedding light on the role of financial service providers in maintaining networks of Russian kleptocratic capital.
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Policy Uncertainty, Not "AI"-Automation, Is Almost Surely Behind the Bulk of Recent Graduates' Job Discontent

Brad DeLong's Grasping Reality • 253 implied HN points • 23 Jul 25
🇺🇸 U.S. Politics Economy
  1. Many recent college graduates struggle to find jobs, but it's not because of AI. The real issue is job market uncertainty caused by various factors like economic policies and company investments.
  2. Employers are being cautious and delaying hiring due to unpredictable conditions. This makes it harder for newcomers to get jobs, as fewer openings are created when companies hold back.
  3. The value of a college degree is starting to plateau, meaning graduates may not earn significantly more than non-grads in the future. Companies are also moving towards temporary jobs, making career paths less stable.

"Pivot Global" Interview Video

Japan Economy Watch • 159 implied HN points • 08 Apr 24
💼 Business Economy
  1. The interview covers various topics such as the state of Japan's economy, stock market, wages, and strategies of niche companies
  2. There is discussion on the importance of new entrepreneurs in driving positive social changes in Japan
  3. The interview highlights the potential for Japan's economic recovery through embracing innovation, new companies, and adapting to changing business dynamics

Recruiting Brainfood - Issue 333

Recruiting Brainfood • 530 implied HN points • 26 Feb 23
💼 Business Economy
  1. Earn top talent's trust by focusing on transparency, reciprocity, unity, speed, and truthfulness in the candidate experience.
  2. Study reports on candidate experience benchmarks and global HR tech to stay informed and improve recruitment operations.
  3. Consider the impact of remote work on local economies and explore the concept of Universal Basic Income as technology advances.

TL;DRussia Weekend Roundup

TL;DRussia • 530 implied HN points • 22 Jul 23
🌍 World Politics Economy
  1. The focus of the newsletter is on analyzing current events in Russia, particularly related to figures like Evgeny Prigozhin and Igor Girkin.
  2. The author discusses the Kremlin's approach to solving economic challenges, such as tax laws for non-resident citizens and interest rate hikes by the Central Bank.
  3. There is a comparison made between the analysis methods of the CIA Director and the author, emphasizing the importance of understanding immediate responses over relying solely on past patterns.

Everything Feels Like It Doesn't Make Sense

Kyla’s Newsletter • 320 implied HN points • 11 Jun 25
🇺🇸 U.S. Politics Economy
  1. Our lives are filled with contradictions, where technology promises a better future but the reality feels chaotic. We need to recognize the gap between the ideal futures promised by AI and the struggles we face today.
  2. AI and social media are often misaligned, causing disinformation while claiming to help us. This shows how the tools intended to connect us can also create confusion and frustration.
  3. The stories we tell ourselves about progress can ignore the very real human costs. It's important to see and acknowledge the work and lives behind the technology and systems that support our convenience.

Bitcoin ETFs: winners and losers

Ecoinometrics • 255 implied HN points • 09 Feb 24
💰 Finance Economy
  1. Bitcoin ETFs have winners like BlackRock and Fidelity, along with losers like Grayscale, showing the importance of scale in this market.
  2. Bitcoin and Ethereum are showing decreasing correlation, hinting at potential opportunities for more diverse trading options in the crypto market.
  3. Historically, US presidential election years do not necessarily prevent economic downturns, revealing the limitations politicians have in propping up the economy.

The most epic (and literal) gaslighting of all time

The Crucial Years • 1903 implied HN points • 05 Mar 24
🇺🇸 U.S. Politics Economy
  1. Exxon prioritizes profit over renewable energy, stating wind and solar power don't offer sufficient returns for shareholders.
  2. Exxon's history of deceit and denial regarding climate change has hindered progress for decades.
  3. The need for government intervention to address the climate crisis is highlighted, as market profits often impede meaningful solutions.

After inflation, deflation?

Off to Lunch • 255 implied HN points • 08 Feb 24
💼 Business Economy
  1. Recent data shows deflation in the Chinese economy, affecting consumer prices and factory goods.
  2. Deflation poses challenges for businesses, as consumers may delay spending anticipating lower prices.
  3. Bank of England aims to maintain 2% inflation, highlighting the negative impacts of deflation on business profits and debt.

Imperialism: How the struggle of both classes and nations creates our world

Geopolitical Economy Report • 518 implied HN points • 09 Sep 23
🌍 World Politics Economy
  1. Imperialism is a product of the struggle between classes and nations, impacting our world.
  2. Geopolitical economy helps in understanding international relations within the capitalist world system.
  3. The BRICS summit signifies an alternative economic vision based on cooperation and development, challenging traditional Western imperialism.

Why Did The BOJ Move Despite Conflicting Evidence on Wages and Prices?

Japan Economy Watch • 179 implied HN points • 21 Mar 24
💰 Finance Economy
  1. The Bank of Japan's decision to make monetary policy changes despite unclear wage and price trends was questioned.
  2. There was no immediate financial market pressure on the BOJ to act, as rates were stable and not pushing past set levels.
  3. Conflicting data on wage trends created uncertainty, with various databases showing contradictory evidence, making predictions difficult.

Are Bond Yields Too High, or Too Low?

The Overshoot • 511 implied HN points • 07 Oct 23
💰 Finance Economy
  1. Employment growth in the US has been strong, but it's not translating to higher wages.
  2. Despite strong employment numbers, bond yields have risen rather than fallen.
  3. The rise in bond yields might be influenced by factors beyond interest rate expectations, presenting potential opportunities for investors.

Recruiting Brainfood - Issue 338

Recruiting Brainfood • 511 implied HN points • 02 Apr 23
💼 Business Economy
  1. 300 million white collar jobs are at risk of being fully replaced by Generative AI.
  2. AI's impact on economic growth is significant, potentially affecting job security.
  3. Twitter's recommendation algorithm offers insights into enhancing content reach and engagement.

Wages Are Rising Faster than We Thought

The Overshoot • 255 implied HN points • 03 Feb 24
💰 Finance Economy
  1. Wages in America are increasing more rapidly than previously estimated.
  2. The slowdown in wage growth predicted by the Federal Reserve may take longer to happen than expected.
  3. Revised data shows that wage growth has not slowed down and is persisting at about 5% per year.

Stablecoin Wildcat-Bank Roulette: The Genius Act Gambles with America’s Money

Brad DeLong's Grasping Reality • 292 implied HN points • 21 Jun 25
💰 Finance Economy
  1. Congress is considering allowing companies to create their own currencies through stablecoins, which could lead to financial chaos like what happened in the past.
  2. There are concerns that regulators may struggle to manage the many stablecoins that could flood the market, posing a risk to the economy.
  3. Instead of issuing more currencies, a better approach might be to adopt practices from the European Union to focus on reducing fees and helping consumers without overloading regulators.

Stuffing the Coffers

The Dollar Endgame • 279 implied HN points • 19 Jan 24
💰 Finance Economy
  1. Regulatory changes post-2008 require banks to hold more US Treasuries. However, banks are running out of space and time.
  2. The Fed made an exemption of Treasury bonds from the Supplementary Leverage Ratio (SLR) to boost lending and stabilize markets during the COVID-19 crisis.
  3. The SLR calculates a bank's solvency by dividing Tier 1 Capital against assets. Adjustments during crises help banks manage potential losses better.

The Mafia State

The Chris Hedges Report • 575 implied HN points • 15 Feb 25
🇺🇸 U.S. Politics Economy
  1. The current economic system is leading to great inequality, where the rich get richer while many others suffer. This creates a 'mafia state' that prioritizes the wealthy and exploits the rest.
  2. The degradation of environmental and social protections is harmful to everyone. Decisions being made today are damaging the planet and the well-being of many people.
  3. Reforming this system is not enough; systemic change is needed. Collective action and new ideas for social structure can help address these deep-rooted issues.

Japan’s Yo-Yo GDP

Japan Economy Watch • 399 implied HN points • 19 Nov 23
💼 Business Economy
  1. Japan's GDP has not seen growth in five years, raising concerns about the country's economic health.
  2. Majority of the recent GDP growth in Japan is attributed to increased government spending.
  3. Real wages in Japan have been declining, impacting employee compensation and consumption, which further influences Bank of Japan policy and the value of the yen.

Recruiting Brainfood - Issue 336

Recruiting Brainfood • 491 implied HN points • 19 Mar 23
💼 Business Economy
  1. AI innovations are rapidly changing knowledge worker productivity and recruiting processes.
  2. There is a shift towards smaller recruitment departments in software organizations.
  3. US banking sector faces hidden risks due to interest rate hikes and unrealized losses.

⤴⤵ Up Wing/Down Wing #24

Faster, Please! • 822 implied HN points • 09 Nov 24
🇺🇸 U.S. Politics Economy
  1. Immigrants have helped revive industries in areas like Dalton, Georgia. This shows how immigration can boost local economies and create job opportunities.
  2. New gene-editing technologies like CRISPR are making crops and livestock better at surviving climate change. This could help ensure our food supply stays strong despite changing weather.
  3. Robots in nursing homes are improving care quality and staff retention. They take over routine tasks, allowing human workers to focus more on giving personal care.

How Low Wages Made Japan A Deficit Addict

Japan Economy Watch • 339 implied HN points • 07 Dec 23
💰 Finance Economy
  1. Low wages in Japan lead to decreased consumer purchasing power, causing a need for government intervention through deficit spending.
  2. Household income in Japan has been declining over the years, affecting consumer spending and economic growth.
  3. Government deficits in Japan are used to finance consumer spending and support the economy due to stagnant wages and decreased savings.

Recruiting Brainfood - Issue 331

Recruiting Brainfood • 452 implied HN points • 12 Feb 23
💼 Business Economy
  1. ChatGPT technology is influencing big tech companies like Google and Microsoft to pivot their product strategies.
  2. DEIB initiatives in hiring face challenges, such as politicization in the US, demonstrated by Texas potentially banning diversity measures.
  3. PwC's CEO survey reveals a focus on adapting to change: increasing internal flexibility, upskilling, and external collaboration.

Asian Financial Crisis Redux

The Dollar Endgame • 199 implied HN points • 21 Feb 24
💰 Finance Economy
  1. The Chinese yuan is weakening, reaching its lowest level against the dollar in a while. China taking measures like reducing the five-year loan prime rate to stimulate credit demand and revive the property market.
  2. Economists were surprised by the significant decrease in the reference rate by China, indicating the most substantial cut since its introduction in 2019. China is facing challenges from a property crisis, falling consumer confidence, and increasing deflationary pressures.
  3. China's central bank has been injecting liquidity into the financial system consistently through measures like reducing the reserve-requirement ratio for lenders and implementing regulations to support the yuan. The recent net injection of 1 billion yuan aims to maintain balanced liquidity post the Lunar New Year holiday.

High Power Microwave.

News Items • 216 implied HN points • 08 Feb 24
💰 Finance Economy
  1. China's consumer prices fell sharply in January, causing concern for policymakers.
  2. Over $1 trillion in market value has been lost from Chinese and Hong Kong exchanges.
  3. China's economic prospects are grim, with property market struggles and a significant stock market decline.

Chartbook 251: In the beginning was Napoleon

Chartbook • 1945 implied HN points • 03 Dec 23
💾 History Economy
  1. Napoleon's era of warfare was on a larger scale and more organized than previous conflicts in Europe.
  2. The Napoleonic wars had a significant impact on the economies of France, Britain, and the wider world, affecting trade and prices globally.
  3. Napoleon's ambitions and successes led to massive counter-acting forces, reshaping European power dynamics and economy, with Britain emerging as a financial and naval powerhouse.

Transcript: Tony Keller

Lean Out with Tara Henley • 235 implied HN points • 25 Jan 24
🌍 World Politics Economy
  1. In Canada, there has been a shift in the bipartisan, pro-immigration consensus, largely influenced by recent policy changes.
  2. The rapid population growth due to high immigration levels is putting pressure on infrastructure, housing, and business productivity in Canada.
  3. Addressing the skilled labor imbalance in immigration by recruiting high-skilled workers can help mitigate negative impacts on low-wage workers and the economy.

Top Links 638 The credit card racket. Why Trump wants Greenland. The cislunar economy & the age of the gas mask.

Chartbook • 529 implied HN points • 03 Feb 25
💰 Finance Economy
  1. Credit card interest rates in the US can be very high, over 22%, which can be a heavy burden for people carrying balances. It's important to be aware of these costs.
  2. There are discussions around various topics, like why Trump has an interest in Greenland, showing how geopolitics can be tied to business and resources.
  3. The emerging cislunar economy reflects the growing importance of space and its potential impact on our economy and society, underlining how innovation stretches beyond Earth.

Daily Chartbook #279

Daily Chartbook • 2279 implied HN points • 14 Sep 23
💰 Finance Economy
  1. Mortgage demand at its lowest since 1996.
  2. Home prices near 1970 and 2008 levels, signaling a potential price normalization.
  3. National Financial Conditions Index suggests loosening financial conditions.

Britain's Chernobyl?

Wrong Side of History • 569 implied HN points • 13 Jan 25
🇺🇸 U.S. Politics Economy
  1. The current Labour Government is losing popularity quickly after taking office, which raises concerns about their planning and leadership vision. People are feeling uncertain about the economy and the political situation, leading to a crisis-like atmosphere.
  2. There's growing public distrust in institutions like the police and government, especially after the controversies over how grooming gangs were handled. This has deepened people's suspicions about the system and those in charge.
  3. Some commentators compare the situation in Britain to the Chernobyl disaster, suggesting that like the Soviet Union, the country is facing serious systemic issues that go unaddressed. This comparison highlights the failures in accountability and safety within political and bureaucratic structures.

Yen’s Short-Term Fluctuations and Long-Term Weakness

Japan Economy Watch • 299 implied HN points • 14 Dec 23
💰 Finance Economy
  1. Short-term fluctuations of the yen depend on interest rate gaps between Japan and the US, influencing investors to buy/sell yen.
  2. Long-term weakness of the yen is influenced by the competitiveness of Japanese exports, affecting the overall value of the yen.
  3. The purchasing power of the yen relative to its trading partners has decreased significantly over the past 50 years, impacting Japanese households and companies.