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My views only https://chipsgunsandmoney.substack.com/
Paul Bali
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Waking up and seeing the Fable news
Satsuki azalea bonsai, Erin pot
Because apparently it bears saying again chipsgunsandmoney.substack.com/p/irans-ambush
🛢️ When oil is scarce and debt is binding: policy sequencing under a severe energy supply shock If temporary monetary-fiscal coordination is feasible, it should be pre-committed, conditional and bounded by a published exit rule. 📑 Working Paper by Gene Frieda 🔗 buff.ly/XKrbNEd #EconSky
Alluded to some of the flaws in the thinking of the pro-trade war camp here chipsgunsandmoney.substack.com/p/chinas-res...
More on trade and industrial policy sequencing giftarticle.ft.com/giftarticle/...
And the show is just starting
Yeah, basically www.ft.com/content/0212...
They just let anyone say anything in the FT
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ALT: Confused White Guy Blinking
Confused White Guy Blinking
static.klipy.com
Don't take the bait — and don't put boots on the ground in Iran
chipsgunsandmoney.substack.com
Iran's ambush
When oil is scarce and debt is binding: policy sequencing under a severe energy supply shock
With inflation still binding and fiscal space thin, the 2026 Iran shock revives the case for pre-committed, conditional yield anchors with clear exit
buff.ly
Skills shortages, shifting tariffs and complex permitting processes are major barriers
giftarticle.ft.com
What happened to the great rebirth of American manufacturing?
In a world of aggressive great powers, middle powers must learn to forge alliances
www.ft.com
Lessons from Germany’s (entirely predictable) UN Security Council defeat
Paul Bali
Paul Bali
Paul Bali
Paul Bali
London Botanica
Bruegel
Paul Bali
Paul Bali
Paul Bali
NEW: US CPI inflation rose to 4.2% year-on-year in data released this morning, hitting the highest level since 2023 while increasing 0.5% month-on-month Core CPI inflation rose to 2.9% year-on-year, increasing 0.2% month-on-month
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Joey Politano🏳️‍🌈