Joseph Politano+

America's Electricity Gap

US Power Investment is at Record Highs, Driven by a Solar & Battery Boom. It's Still Not Enough to Meet Demand Growth.

Taiwan's Modern Miracle

The AI Boom Has Delivered a 2nd Economic Miracle to Taiwan, Pushing GDP Growth Above 23%. It Must Navigate Rising Geopolitical & Economic Tensions to Keep it.

The Supreme Court Ruled Against Trump's Tariffs. Now What?

Charting the Impact of the Supreme Court Ruling and What Comes Next

America's $1T AI Gamble

US AI-Related Investment Keeps Breaking Records, With Total Software, Computer, & Data Center Spending Now Exceeding $1T Per Year

The Economic Legacy of DOGE

DOGE is the Largest Peacetime Cut to the Federal Workforce in Modern US History, But it Failed its Supposed Budget-Cutting Goals & Broke Important Agencies

The 'No Hire' Economy

US Job Growth has Zeroed Out as Hiring Rates Sink, Hitting Young & Low Income Workers the Hardest

America is Losing Blue Collar Jobs

For the First Time Since Early COVID & the Great Recession, the US is Losing Jobs in Manufacturing, Construction, & Other Blue Collar Industries

America is Flying Blind on Immigration

Nobody Knows How Many Immigrant Workers Have Left the US Amidst Trump's Mass Deportations. That's Incredibly Bad.

California Keeps Losing Tech Jobs

Amidst the AI Boom, Employment in Silicon Valley is Shrinking

The Tariff Exemption Behind the AI Boom

Data Centers get Tariff-Free Imports. Why Shouldn't we All?

How Tariffs Are Breaking US Trade

A Detailed Look at How US Trade Flows Are Unraveling Amidst Trump's Trade War

A Detailed Look at Trump's Car Tariffs

Breaking Down the Largest Negative Shock to the Car Market In Years as Trump Hits $350B in Vehicles & Parts with Tariffs

Trump's Retreat Still Leaves Tariffs at 90-Year Highs

China Tariffs Are Now Below "Embargo" Levels, but Overall Tariffs are at the Highest Rate Since the Great Depression

The Farce of the Deal

The US-UK Trade "Deal" Achieves Basically Nothing—and That's a Bad Sign for "Deals" to Come

Tariffs are Already Stalling the Economy

Tariff Front-Running is Already Showing Up as Reductions in US GDP Growth

The Clues to Trump's Future Tariffs

Trump's Recent Moves Revealed Key Information On His Upcoming Tariffs on Chips, Pharmaceuticals, and More

Charting the Largest Tariff Hike in Modern History

Measuring the Size & Impact of Trump's Newly-Imposed Global Tariffs

The Cost of Tariff Chaos

Fear and Uncertainty About Trump's Tariffs are Already Having Negative Effects on the Economy

Sure Friends Betrayed

Canada & Mexico Wanted to Anchor US "Friendshoring" Efforts. Instead, Trump's Tariffs Risk Throwing Them Into Recessions

Trump's Blockade of America

Trump's Tariffs on Mexico, Canada, & China Are the Single-Largest Trade Restriction in Modern US History. That Comes With Massive Economic Costs