Economics Blogs

Calculated Risk

• This is the End and a New Beginning
• Sunday Night Futures
• Hotels: Occupancy Rate Increased 4.4% Year-over-year
• Real Estate Newsletter Articles this Week:Housing Starts Decreased to 1.246 million Annual Rate
• Schedule for Week of January 11, 2026

Upshot (New York Times)

• Does Congress Need to Approve the Arch? Trump Says It Did 100 Years Ago.
• Employers Shift Rising Health Care Costs Onto Millions of Workers
• Just How Much Are Young Voters Backing Democrats Now? See the Shift.
• Hispanic Voters, Abandoning Trump, Are Transforming the Midterm Map
• Democrats Have a Wide Lead in Our New Poll as Trump Slides

Marginal Revolution

• Friday assorted links
• Prediction Markets Are Accurate
• Protecting Americans from Medicine
• Podcast with Rabbi David Wolpe
• Will bystander economies be able to finance their governments?

Econbrowser

• Forward Price Earnings Ratios
• Real Weekly Earnings Down in Q3
• Jet Fuel Prices Up
• Insurance for AI Hyperscaler Debt, et al.
• Wall Street Expectations for Treasury Yields: Higher for Longer

The Big Picture

• Defending Jonathan Miller
• 10 Friday AM Reads
• At The Money: Can Dividend Investing Give You Yield AND Growth?
• 10 Thursday AM Reads
• Ken Griffin on AI, Midterm Elections and Fiscal Policy

Conversable Economist

• AI in Development: World Development Report 2026
• Financing the AI Physical Capital Buildout
• A Supply-Shock Era?
• Medicaid’s Expanding Enrollment
• How to Keep Global Agricultural Output Rising

Mainly Macro

• The Decline of Knowledge Based Policy and the Economics Nobel
• Interest rates and Budget Deficits
• Misconceptions following Burnham’s speech
• Populist tendencies on the UK left, and the puzzle that never was
• How should the government meet its Golden Rule when debt interest increases?

Money and Banking

• The FIMA Cap and the Fed's Balance Sheet
• The Fed's Five Task Forces: What We Recommend
• Productivity and Employment: AI's Promise and Pitfalls
• What Should the Fed Measure?
• How Should the Fed Measure Inflation?

Equitable Growth

• Assessing proposed legislation to expand Unemployment Insurance to protect U.S. workers amid AI-related disruptions
• A snapshot of the argument at the heart of the federal budget debate
• The deeper argument at the heart of the federal budget debate
• Unpacking the implications of new SNAP rules as increased costs shift to states
• Applying a debt-to-wealth lens internationally reveals subtle differences between countries’ fiscal capacities

Liberty Street Economics (New York Fed)

• Revenue per Worker Is Up. Are Firms Getting a Larger Share?
• Has the AI Boom Impacted the U.S. Current Account?
• Prices, Prices, Prices: Overall Inflation and the Costs You Care About
• AI Adoption and Employment Expectations: Evidence from a Survey of Small Business Owners
• Firm Heterogeneity and the Response of Investment to Monetary Policy

On the Economy (St. Louis Fed)

• The Energy Assistance Landscape: Programs to Reduce Utility Cost Pressures
• Banking Analytics: Largest Banks’ Trading Assets Surge in Recent Quarters
• Utility Cost Pressures and Energy Insecurity Differ by Household Income
• How Do Unemployment Insurance Eligibility and Take-up Change over the Course of Unemployment?
• Exploring Apprenticeship Growth during the Past Two Economic Expansions