Jared Bernstein
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The War Delivers a Spike in the CPI
It's yet another example of how this administration is making life harder for folks already struggling to make ends meet.
9 hrs ago
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Jared Bernstein
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This Ain't No Light Switch
If the ceasefire holds, it will take time before you feel the difference in your wallet. (Also, a few sentences on this AM's PCE data.)
Apr 9
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Jared Bernstein
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Ceasefire! What Might This Mean for the Strait, the Markets, and You
Imagine that instead of negotiating a 10-point plan that gives the Iranian regime what they want, we were negotiating a 10-point plan for affordable…
Apr 8
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Jared Bernstein
80
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The Trump Admin's Latest Budget Is An Important Messaging Document
And the message is, "Sorry, America. You're on your own." Along with rosy economic assumptions that go way beyond the norm.
Apr 7
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Jared Bernstein
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Dueling Headlines Re American Living Standards Explained
Are middle-class families getting ahead or selling bodily fluids to pay the rent? BLUF: both.
Apr 6
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Jared Bernstein
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Weekly Wrap-Up: The War, Jobs/Wages, Hot Hands!
The war drags on, as Iran learns the power of the card they hold; low breakevens in the job market; I may never have had the hot hand in basketball, but…
Apr 5
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Jared Bernstein
54
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Jobs Report: When the Numbers Get This Jumpy, Ya Gotta Look At The Trend
Plus, real concerns about real wages.
Apr 3
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Jared Bernstein
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Why Do the Markets Keep Getting Whipsawed By Trumpian Nonsense?!
FOMO re the "post-war rally?" Really?
Apr 2
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Jared Bernstein
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Checking in on War Econ
Trump's costly misadventure is raising prices and lowering real incomes.
Apr 1
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Jared Bernstein
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March 2026
I guess I have to write about private credit...
And I guess you have to read about it.
Mar 31
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Jared Bernstein
108
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A More Sweeping Definition of Affordability
David French asks and answers why we're "so rich" but so discontented.
Mar 30
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Jared Bernstein
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Weekly Wrap-Up: Iran Holds a "Trump" Card; Inflation/Interest Rates/The Fed
Trump's TACO option is constrained. That extends the war's duration. That amps up its econ downsides.
Mar 29
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Jared Bernstein
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