Guide To The Supply Chain Monitor
A quickstart guide for reading the monitor and an explanation of why this monitor is necessary and the role it can play in improving discussion of macroeconomic policy.
Contingent Supply: The Federal Government’s Interest in a Liquid Lithium Benchmark
Summary Since the passage of the Inflation Reduction Act, efforts to secure the supply of energy transition commodities have intensified considerably. The Biden Administration has announced prizes, research...
Contingent Supply: New Benchmarks Can Define and Deepen the Lithium Market
Summary Since the passage of the Inflation Reduction Act, efforts to secure the supply of energy transition commodities have intensified considerably. The Biden Administration has announced prizes, research...
Misled by the Phillips Curve: How Inflation Predictions Went Wrong
In a recent Barron’s article, I examined why last year’s predictions that fighting inflation would require an increase in the unemployment rate went so wrong. The flaws in these predictions can be traced back to three ideas: first, that vacancies are a good measure of labor market tightness; second
Accounting For Industrial Policy: How An Obscure Rule Is Holding Back US-Led Commercialization of SMRs
Note: We have retracted a previous version of this Research Report. This is a republished version with a correction and clarification in the discussion of how financial subsidy...
