Writing for The Economist—mostly on the US economy, with occasional forays elsewhere. Recreational Britain-watcher. Previous lives in macro investing and polling.
Substack at: https://notes.archie-hall.com/
Archie Hall
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I took a swing at the grand transatlantic spat over GDP figures, and whether Europe really is falling behind America, in this week's
@economist.com.
Read on to see if I succeeded in sneaking in enough World Cup sugar to make the PPP-accounting medicine go down.
www.economist.com/finance-and...
Ahead of Kevin Warsh's first meeting as Fed chair, I argue in @economist.com that his case for dovishness has collapsed.
At some point, he will need to deliver the bad news to the president.
You can read my leader explaining why here: www.economist.com/leaders/202...
Worth noting that if you take seriously--as I think one should--the idea that low net migration means the breakeven rate for payrolls in near zero, today's figures are even more stonking...
I wrote this week's cover leader for @economist.com, on what we're calling Gen-Z socialism.
We argue that the me-first interventionism the new crop of socialists are offering is novel and worth taking seriously. For now, market liberals are losing the argument.
www.economist.com/leaders/2026...
And, I chatted all this through on our new Economist Insider show, which went up yesterday:
www.economist.com/insider/the...
