Greg Ip @greg_ip
Chief economics commentator for The Wall Street Journal. A fox, not a hedgehog. Read my articles here: https://t.co/EAV42eSvPW gregip.com Washington, D.C. Joined January 2011-
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Job growth is weak but does not feel recessionary. Private payroll growth low but stable for 4 months around breakeven, consumption indicators improved in July, earnings season was good, and financial conditions are getting quite easy. You could make the case this is the trough.
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Greg Ip retweeted
In San Francisco, we are getting rid of the nonsense and focusing on common sense. The first Executive Directive I signed as mayor created the PermitSF initiative, to make permitting fast, predictable, and transparent. In our first 100 days, we focused on making life easier for…
Greg Ip retweeted
Greg Ip retweeted
@greg_ip I'm aiming for inbox 100k
Greg Ip retweeted
@greg_ip you just have to declare email bankruptcy, select all and archive it away, it's never actually going to be answered.
Greg Ip retweeted
Institutional survival became the unmistakable and pervasive undercurrent at what is normally a staid academic gathering of central bankers in Jackson Hole My dispatch from the weekend in Wyoming wsj.com/economy/centra…
"DeepSeek v3.1 is ushering in a software-led AI development roadmap, which Chinese AI chip makers are designing for ... An entirely “Made in China” AI stack may emerge in volume to meet both domestic demand and expansion into overseas markets" - @kevinsxu interconnect.substack.com/p/the-real-dee…
Greg Ip retweeted
Jake Auchincloss is a Democrat who understands moral psychology and the profound desire of citizens to live within a stable moral order. Dems lost, he says, because they were not perceived as upholding that order. @JakeAuch wsj.com/economy/jake-a…
The market is already discounting about 100 bp of Fed ease in coming year, which I think would limit how much mortgage rates decline with Fed rate cuts.
The market is already discounting about 100 bp of Fed ease in coming year, which I think would limit how much mortgage rates decline with Fed rate cuts.
Greg Ip retweeted
Thoughts on the US government potentially taking a 10% equity stake in Intel, as someone who saw a bit of the early CHIPS Program under the Biden Administration: 1. Intel is in bad shape after years of poor technological bets and mismanagement. Absent substantial support, Intel…
Greg Ip retweeted
SCOOP: Elon Musk is hesitating, at least for now, to launch a third party as he privately mulls backing VP Vance for a 2028 White House run Musk said in July he's launching the America Party but so far, it hasn't come to fruition Details on why 👇 wsj.com/politics/polic…
Greg Ip retweeted
US tariffs update: Imported goods cost 5% more, domestic goods 3% more than pre-tariff trends predicted. Data now runs through Aug 8 — and we push the history back to Jan 1, 2024 (Appendix), showing a full year of stability before tariffs broke the trend. pricinglab.org/tariff-tracker
Greg Ip retweeted
RIP Charlie Plosser, former @philadelphiafed President 2006-2015 during Great Recession. Lucas-Prescott-Sargent student. Work on RBCs. King and Plosser (1988) started production networks in macro, now popular. JME coeditor, SOMC member, @HooverInst Visiting Fellow. Great golfer!
"We’re just converting what was a grant under Biden into equity,” Lutnick said of potential U.S. investment into Intel. Converting debt to equity is commonplace. But converting a *grant* to equity represents a transfer of economic interest at the expense of other shareholders.…
An ousted DOJ official says Bondi aides corrupted antitrust enforcement wsj.com/politics/polic… via @WSJ
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