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Apricitas Economics

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Data-driven Insights on Economics, Business, Finance, and Public Policy. Click to read Apricitas Economics, by Joseph Politano, a Substack publication with tens of thousands of subscribers.

Society / politics / economy

’21’22’23’24’25’26
Posts
230 from 6 Jun 2021 to 25 Oct 2026
Posting
monthly (10 in the last year)
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personal blog
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https://www.apricitas.io/feed

2026 9

  1. How Canada is Decoupling From the US
  2. AI and the Fall? of the Creative Class
  3. America's Electricity Gap
  4. Taiwan's Modern Miracle
  5. The Supreme Court Ruled Against Trump's Tariffs. Now What?
  6. America's $1T AI Gamble
  7. The Economic Legacy of DOGE
  8. The 'No Hire' Economy
  9. America is Losing Blue Collar Jobs

2025 14

  1. America is Flying Blind on Immigration
  2. California Keeps Losing Tech Jobs
  3. The Tariff Exemption Behind the AI Boom
  4. How Tariffs Are Breaking US Trade
  5. A Detailed Look at Trump's Car Tariffs
  6. Trump's Retreat Still Leaves Tariffs at 90-Year Highs
  7. The Farce of the Deal
  8. Tariffs are Already Stalling the Economy
  9. The Clues to Trump's Future Tariffs
  10. Charting the Largest Tariff Hike in Modern History
  11. The Cost of Tariff Chaos
  12. Sure Friends Betrayed
  13. Trump's Blockade of America
  14. Trump's 2nd Trade War Begins

2024 19

  1. Low-Income Countries are Falling Behind
  2. Weight Loss Drugs Continue to Power Denmark's Economy
  3. America's Productivity Boom
  4. The EU Joins the EV Trade War
  5. The AI Investment Boom
  6. Universal Tariffs are Universally Bad
  7. The Regional Impacts of America's Investment Boom
  8. America & China's Chip Race
  9. The Death of NYC Congestion Pricing
  10. A Detailed Look at Biden’s New China Tariffs
  11. America's Manufacturing Productivity Problem
  12. California is Losing Tech Jobs
  13. The Multifamily Supply Surge—and Credit Crunch
  14. New Zealand's Building Boom—And What the World Must Learn From It
  15. Mexico's Investment Boom
  16. The US-China Chip War is Escalating
  17. US Growth Keeps Beating Expectations
  18. America's New Business Boom
  19. The New Geography of American Growth

2023 71

  1. The 2024 Economic Outlook: Growing Confidence
  2. 2023 Economic Year-in-Review
  3. America's Energy Export Boom
  4. The Economic Fallout of Student Loan Forbearance Ending
  5. The Most Important Inflation Indicator Shows More Cooling Ahead
  6. Car Markets at the End of the Chip Shortage
  7. The New Economic Geography of the Housing Shortage
  8. Are Real Wages Rising?
  9. America's Return to Strong Growth
  10. America's Record Wealth Boom
  11. Monetary Policy in a Surplus Economy
  12. The British Economy Was Stronger Than We Thought
  13. America's Economy Was Bigger Than We Thought
  14. The Green Trade Wars
  15. The Fed Sees a Softer, Higher Landing
  16. America's Missing Empty Homes
  17. Celebrating Apricitas' 1-Year Anniversary
  18. How Weight Loss Drugs Stopped a Danish Recession
  19. America's Weakening Labor Market
  20. The Economics of Global Rearmament
  21. Have Rising Mortgage Rates Frozen the Housing Market?
  22. The State of Russia's Wartime Economy
  23. Germany's Industrial Slowdown
  24. The EU's Fragile Recovery
  25. What was the Tech-cession?
  26. Sticking the Soft Landing
  27. How China Suddenly Became a Car Export Powerhouse
  28. The Economic Impact of the Student Loan Restart
  29. The Most Important New Disinflation Indicator
  30. The Semiconductor Trade War
  31. US Supply Chains are Recovering
  32. Tepid Optimism for a Soft Landing
  33. The Case for a Fed "Skip"
  34. The UK's Stagnation
  35. How the Banking System Changed Post-SVB
  36. The Housing Credit Crunch
  37. Americans' Excess Savings Are Mostly Spent
  38. A Softer Landing on a Longer Runway?
  39. Car Inflation is Back—Don't Panic!
  40. Core Inflation is (Finally) Cooling
  41. The Risks Still Lurking in the Banking System
  42. The Death of First Republic?
  43. America's Industrial Transition
  44. Did the Energy Crisis Accelerate The Energy Transition?
  45. The Disinflationary Process Continues
  46. Germany's Slowdown
  47. A Historic Labor Market Recovery
  48. What Killed Signature Bank?
  49. Supply, Demand, and Today's Inflation
  50. The Death of Credit Suisse
  51. The Fed's $300B Emergency Response
  52. The Fed's Plan to Rescue the Banking System
  53. The Death of Silicon Valley Bank
  54. ChatGPT, Please Take My Job!
  55. Ukraine's War Economy, 1 Year In
  56. Can Australia Keep the Miracle Going?
  57. Russia's New Friends
  58. Korea's Trade Troubles
  59. The Road to Disinflation
  60. Canada's Balancing Act
  61. Financial Conditions Are Tight, But Maybe Easing
  62. The US Labor Market Was Stronger Than We Thought
  63. America's 2022 Slowdown
  64. Can The Housing Market Stabilize?
  65. A Special Preview of Critical Upcoming US Economic Data
  66. A Global Perspective on the Car Shortage
  67. The Core Story of American Inflation
  68. The Eurozone's Unique Inflation Crisis
  69. How Europe is Decoupling From Russian Energy
  70. The Most Important New Inflation Indicator
  71. The British Inflation Crisis

2022 82

  1. What Does a Labor Shortage Mean?
  2. The Last Dove Standing
  3. Monetary Policy in a Shortage Economy
  4. Where is Russian Oil Going?
  5. The 2023 Macro Outlook
  6. Don't Call it a Pivot
  7. Progress in the Fight Against Inflation
  8. Chat With Me and Other Apricitas Readers
  9. The 2022 Economic Year-in-Review
  10. China's Imbalanced Economy
  11. The State of America's Labor Market
  12. Russia's Recession
  13. The New Geopolitics of American Trade
  14. A Holiday Dive Into Food and Goods Inflation
  15. The EU's Industrial Crunch
  16. The Tech-cession
  17. Banks Face a New Challenge
  18. The Labor Market Mystery Deepens
  19. Evaluating Recession Risks Amidst Inflation
  20. The Crypto Financial Crisis
  21. How High Will Interest Rates Go?
  22. Can a Strong Dollar Fix Inflation?
  23. How Rate Hikes are Affecting the Economy
  24. America's Energy Turning Point
  25. Europe's Long Winter
  26. Are Supply Chains Healing?
  27. Inflation's Hidden Cost
  28. America's Shrinking Pile of Savings
  29. The New Economic Picture
  30. Understanding America's Car Shortage
  31. Gilt Trip
  32. The Bearish Fed
  33. The $665B Wage Discrepancy
  34. America's Fractured Housing Market
  35. Good News is Bad News
  36. Inflation's Next Chapter
  37. Taking the Leap
  38. Understanding Inflation Expectations
  39. The Trillion Dollar Question
  40. The Inflation Reduction Act
  41. Labor Market Mystery Hour
  42. Stagflation, Again?
  43. Are We In a Recession?
  44. The Upside-Down Housing Market
  45. The EU's Hamiltonian Moment
  46. 9.1% Inflation
  47. Watching for a Recession
  48. Financial Conditions are Worsening
  49. The Inflation Miscalculation
  50. Mapping Europe's Natural Gas Crisis
  51. The Powell Shock
  52. A Global Energy Crisis is Worsening Inflation
  53. The EU's Different Inflation Problem
  54. Americans are Spending Their Excess Savings
  55. Financial Conditions Are Rapidly Tightening
  56. Is the US Economy Shrinking?
  57. Peak Inflation?
  58. We Have a Chance to End America's Great Employment Failure
  59. America's Homebuilding Boom (That Isn't)
  60. Mr. Crypto Goes to Washington
  61. Why Are Gas Prices So High?
  62. Inflation hits 8.5%, Driven by a 18% Jump in Gas Prices
  63. You Asked, We Answered! On Monetary Policy, Housing, and Hot Takes
  64. Layoffs are at Historic Lows
  65. Why You Should (and Shouldn't) Fear a Yield Curve Inversion
  66. Sanctions on Russia Won't End the Dollar's Reserve Currency Status
  67. Financial Conditions Are Tightening as the Fed Raises Rates
  68. Inflation Hits 7.9%, and Things are Likely to Get Worse Before They Get Better
  69. The Post-Omicron Employment Bounce
  70. What are Americans Buying?
  71. UC Berkeley and American Stagnation
  72. Understanding the Fed's Hawkish Pivot
  73. Inflation and the Supply Chain Crisis
  74. Omicron and the Labor Market
  75. What's Going on With Wages?
  76. The Gamification of Finance
  77. Argentina's Great Depression
  78. Understanding Americans' Excess Savings
  79. The Inflation Outlook
  80. Life After the Volcano
  81. To Understand This Winter's Job Market, Focus on Layoffs
  82. Are Rising Corporate Profit Margins Causing Inflation?

2021 35

  1. The Best of the Best: Who to Follow in 2022
  2. What's Going on With Housing Prices?
  3. The Borrower of Last Resort
  4. CPI Inflation Was 6.8% Over the Last Year. What's Driving Red Hot Inflation?
  5. Industrial America is Fighting Back
  6. The US Added 210,000 Jobs In November: Here are the Challenges Still Facing the Labor Market
  7. Why We Shouldn't Doom Over Labor Force Participation
  8. The Car Crisis
  9. Americans are Quitting Their Jobs: Here's Why That's a Good Thing
  10. CPI Inflation Was 6.2% Over the Last Year. What Does Future Inflation Have In Store?
  11. The Federal Reserve is Tapering Again. Did They Get it Right This Time?
  12. The October Employment Situation
  13. The Curious Case of the Missing Artists
  14. The Yield Curve is a Policy Choice
  15. The Life, Death, and Zombification of the Phillips Curve
  16. Rivalry, Innovation, and Speedrunning
  17. Capitalism and the Surplus Economy
  18. The Inherent Flaws in Inflation Measurements
  19. The Fault in R-Stars: The Problems in Policymaking Based on "Natural" Rates
  20. Student Loans are Bad Taxes
  21. Stabilizing an Unstable Coin
  22. Video Games, Price Architecture, and the Zero Marginal Cost Revolution
  23. Yes, Inflation is Transitory
  24. The Interpersonal Economy - Automation, Employment, and You
  25. The Great European Undershoot
  26. An International Comparison of National Debt
  27. A Better Measure of the National Debt
  28. Tight Monetary Policy, Not Loose Monetary Policy, Has Exacerbated Inequality
  29. Households Are Extremely Illiquid
  30. Keep Enhanced Unemployment - Forever
  31. Housing On the Margins
  32. Fight Inflation - With Housing
  33. What to Expect When You're Expecting Inflation
  34. Apricitas - an Econ Blog
  35. Economics and Policy for a Better World