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How inflationary are tariffs, really?
President-elect Donald Trump has just announced “Day 1” tariffs on Mexico and Canada, in addition to previously promised tariffs on China. Tariffs wi…
1 year, 4 months ago
Looking at 2025
It is the season for giving and banks are giving us a lot of year-ahead reports. Katie, Robert and Aiden actually read these things, and today on the…
1 year, 4 months ago
Disinflation, demographics, Doge
Opinions are cheap so we’re making it up in volume, with three takes on the future of the economy. Today on the show, the entire staff of the Unhedge…
1 year, 4 months ago
Live from Kilkenomics: anger and economics
Angry eruptions in elections around the world are changing leaders. And many of those leaders are coming in with radical offers to the voters. But ca…
1 year, 4 months ago
Live from Kilkenomics: financial mistakes
Each year economists gather in Kilkenny, Ireland for the annual Kilkenomics festival. The guests share stories in pubs and make dark jokes about econ…
1 year, 4 months ago
The Trump economy. How big? How beautiful?
If Donald Trump’s campaign promises about things such as immigration, the dollar, trade and tax policy are realised, the US will start an economic ex…
1 year, 4 months ago
Do the markets even care about the US election?
It’s election day. Everyone is freaking out. But the prices of some major commodities and indices remain stoically calm. We investigate. Also, we go …
1 year, 4 months ago
Magnificent 7 report
The Magnificent 7 make up seven of the eight largest stocks on the S&P 500 and they are reporting earnings this week and last. Today on the show, Rob…
1 year, 5 months ago
Can Boeing come back?
It’s been a tough year for Boeing. It started with a door panel falling off of a plane in mid-flight. Then machinists at the company went on strike. …
1 year, 5 months ago
What do bond markets know about the election?
As betting markets and polls begin tentatively to suggest a Donald Trump election win, yields in 10-year Treasuries have risen. Some on Wall Street t…
1 year, 5 months ago