Klement on Investing cites an IMF analysis of 80 emerging markets to show local inflation rates are the primary determinant of bond yields.
Tyler Cowen and Alex Tabarrok increased confidence in AI, disagreeing on risks and estimating only a half percentage point of growth by February 2025.
Gita Gopinath and Brent Neiman find that despite Trump's April 2025 promises, over 90% of tariffs were passed to US buyers.
Josh Busby and Duck of Minerva argue Israel's election failed to dislodge Benjamin Netanyahu because the electorate rejects an opposition alliance with Arab parties.
Noahpinion argues science is entering a golden age as AI removes training bottlenecks, citing Anthropic's drug discovery, Claude's allergy treatments, OpenAI's neurodegenerative breakthroughs, and Google's Gemini advances.
Damodaran values Anthropic at a $114 billion cash balance despite an $8 billion operating loss and 25% customer concentration.
An anonymous reader claims Emmanuel Saez and Gabriel Zucman's research requires revaluation after an audit of 138 papers by Claude Opus 5.5 and GPT-6 Astra found 2,035 problems.
Tianyu Jiang and Yuqing Wang found AI narrows productivity gaps among 227 surveyed economists without RAs but widens them for senior researchers.
