InDataDrivenInvestorbyLOGIC Macro Regime·Oct 31The Liquidity Illusion: Why Strong GDP and Rising M2 May Be Hiding the Next Macro TurnUS growth is accelerating. Broad money is expanding. Yet the monetary plumbing and forward-looking indicators are sending a more…
James Picerno·Oct 21Housing Is Weak, but Its Impact on the Business Cycle Is MutedThere was a time when economists argued that housing was not only a key component of the economy, but also the primary driver of the…
Dr SP Mishra·Sep 13The Men Who Seem to Control the World; Until They Don’tThere is growing anxiety about the power accumulated by a handful of technology companies and the men who lead them, Elon Musk, Jeff Bezos…
James Picerno·Jul 14The US Expansion Continues, but Its Foundations Are UnevenThe US expansion just marked its six‑year anniversary, and the odds still lean toward growth holding up in the near term. Yet the backdrop…
Ajayprhrrr·Feb 27Economic Astrology: Understanding Business Cycles Through Planetary Timing and Market PsychologyEconomic astrology is the study of how collective cycles in society, policy, and risk appetite often move in waves that can be compared…
James Picerno·Feb 24US Growth Slows in Q4, but Early Q1 Data Signals a ReboundUS economic growth posted a sizable downside miss in Friday’s fourth-quarter GDP report, but early Q1 nowcasts point to a rebound.
James Picerno·Feb 19US Q4 Growth Set To Extend Streak As K-Shaped Risk LurksThe US economy is on track to report a third straight quarter of growth in tomorrow’s delayed GDP update for Q4, based on the median of a…
James Picerno·Feb 13US Growth Expected To Moderate In Next Week’s Q4 GDP ReportRecession risk remains low, but the torrid pace of GDP growth in recent quarters is expected to downshift in next week’s delayed…
James Picerno·Feb 10Mixed Economic Signals Complicate Fed Rate‑Cut PathThe economy feels like a tale told through fogged‑up glass lately. Pick the “right” indicators and you can argue almost any version of…
James Picerno·Jan 24Book Bits: 24 January 2026● Exile Economics: What Happens if Globalisation Fails Ben Chu Essay by author via The Next Big Idea Club The idea that we should reduce…
