A prevalent market commentary has been that the AI boom is so inevitable it is insensitive to central bank tightening, but maybe just maybe a capital intensive project is in fact sensitive to the cost of capital. Maybe math and ROÍ do in fact matter to investors…

Show Post

Presidential address #NABE2026 by @gregdaco.bsky.social asks are we trying to navigate the new economic paradigm with old maps?

Show Post

Outgoing @nabe-econ.bsky.social president @gregdaco.bsky.social delivers an inspiring talk on the role of economists in a world shifting from demand to supply driven—navigate not eliminate uncertainty w/ humility, curiosity, honesty and some quant skills & rigor at #NABE2026

Show Post

This Nobel Prize in Econ is 1) completely deserved (I am absolutely a micro foundations of macro gal) & these 2 are giants & 2) a delicious level of pettiness to celebrate scholars whose work led to a focus on transparency & guidance by policy makers at a time when some seek to undo such thinking

Show Post

Jim Poterba, Brian Sack and Carmen Reinhart discuss the dismal US and global fiscal outlook amidst a dramatic repricing of real interest rates at #NABE2026 @nabe-econ.bsky.social

Show Post