Thoughts from the Frontline Archive, May 2024

An Inflation Conversation
  • May 17, 2024

An Inflation Conversation

Sometimes two seemingly opposite things can be true at the same time. Right now, we can correctly say inflation is both a) better than it was and b) higher than it should be.

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Chinese Exceptionalism
  • May 10, 2024

Chinese Exceptionalism

Any way you care to measure it, the United States has the world’s largest economy. It is not, however, the fastest-growing economy. And growth rates matter because, other things being equal, a faster-growing economy might eventually challenge US leadership. China is doing so now. Where is this going? That was a frequent topic at this year’s SIC.

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Liminal Space
  • May 3, 2024

Liminal Space

I’m entering my annual post-SIC decompression period. I say that only half-jokingly. The last two weeks were my version of a dive deep into the sea, where you see shocking things and endure crushing pressure. The weeks of preparation are fun, but the sheer volume of information creates its own kind of pressure. You don’t just shift back into normal life after that. Like diving into deep water, you have to come up and adjust slowly.

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