Econbrowser

Econbrowser

The Econbrowser column focuses on macroeconomics, financial markets, economic data, and policy analysis, making it useful for users who follow economic cycles and market trends.

Econbrowser's Articles

Uncertainty and Risk during Trump 2.0

Uncertainty and Risk during Trump 2.0

If you thought the US-Iran war was effectively over, if you thought USMCA was safe, if you thought no more trade surprises, well think again: Figure 1: panel a:

Summer 2026 Rollercoaster: Gasoline Price Edition

Summer 2026 Rollercoaster: Gasoline Price Edition

Gasbuddy on current gasoline prices: So, even as spot oil prices declined, current gasoline prices rose (since 7/5). Front month gasoline futures (NYMEX, RBOB)

Signal or Noise: Imports of Computers, Related Goods and Semiconductors

Signal or Noise: Imports of Computers, Related Goods and Semiconductors

From BEA: Figure 1: Computer, computer accessories, semiconductor imports, bn.$, SAAR, on log scale. Source: BEA.  That being said, the May data are preliminary

US Recession Risk Dashboard

US Recession Risk Dashboard

From Francesco Furno and Domenico Giannone, continuously updated risk assessment, at https://recessionrisk.com/ (discussed previously in this post). The dashboard

Canadian Tory Recession Call: Beware the Revisions!

Canadian Tory Recession Call: Beware the Revisions!

From today’s Daily Commercial News, “A recession has been often defined as two consecutive quarters of negative growth, and so on that definition, Canada is in

US Dollar Reserves, US-Iran War +1 Month

US Dollar Reserves, US-Iran War +1 Month

From IMF’s COFER: Figure 1: Share of total foreign exchange reserves for US dollar (blue), euro (brown), British pound (red), Japanese yen (green), Chinese yuan

Visualizing Trump’s Planned EEOB

Visualizing Trump’s Planned EEOB

For those who once worked there: Source: ChatGPT. (I did, 2000-01). For those who once worked in the East Wing, no need for visualizations — but there’s one anyway

Canadian GDP, NFP Recovers

Canadian GDP, NFP Recovers

Here’re quarterly and monthly GDP, normalized to October 2025: Figure 1: Canadian real GDP (blue bars), monthly GDP (black line), both in logs 2025M10=0. Source

The AI Boom: Keep a Watch on (Computer) Imports

The AI Boom: Keep a Watch on (Computer) Imports

Pawel Skrzypczinski admonishes us, and correctly so. Computer, peripheral and part imports surging for now. In 2000, imports peaked a quarter efore investment did

CoRev on Global Climate Change: Might As Well “Lie Back and Enjoy It”

CoRev on Global Climate Change: Might As Well “Lie Back and Enjoy It”

From CoRev comment on global climate change as measured by temperatures: We have yet to control weather, and “Climate change” is the average of weather conditions