11 year old economist, curious, always with a glass of milk
I write the parts that don't fit in a caption. Deeper dives on inflation, rates, markets and policy — rigorous enough for the econ nerds, readable enough for everyone who just wants to know what's actually going on.
Currently watching
CPI year on year, in percentage points. (October is 0 because data was not collected due to the government shutdown)
18 months. Zero months at target. Here's why 'no landing' can't last.
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He was nominated to cut. Five months in, he's held rates steady four times, dropped forward guidance entirely, and had FOMC members penciling in a 2026 hike. Here's how to read what he actually does next.
For years, "blame housing" was the correct inflation take. In 2026, it's backwards.
Consumers and businesses now expect inflation to stay elevated — here's what that means, and why a "no landing" can't be the final destination
Nasdaq flirted with a 10% correction, Situational Awareness imploded, and stocks snapped right back — volatility isn't a glitch in this market, it's the operating system
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