Archive - Jared’s Substack

August 2025

"I'm no lawyer, but..."

Hey, if lawyers are going to talk econ, I'm going to talk law!

Aug 30 •

Jared Bernstein

Inflation Came In As Expected But the Core is Stuck Well Above Target

And pressures in services inflation--which isn't likely tariffs--is concerning.

Aug 29 •

Jared Bernstein

Thursday Mash-Up: Suing Trump; Markets Aren't *That* Mysterious; AI Whacking Young Workers

A smattering of things to know and think about today.

Aug 28 •

Jared Bernstein

Crisis, Meet Opportunity

Here's a great tweet from Josh Barro. But man, we seriously need more than tweets!

Aug 27 •

Jared Bernstein

Lisa Cook's Unjust, Illegal Firing

Let's not beat around the bush. This is just the latest move to consolidate power and break our democracy.

Aug 26 •

Jared Bernstein

The USG's Intel Stakes: Part 2

The problem with Trump's industrial policy is that it's not industrial policy.

Aug 25 •

Jared Bernstein

Fed Chair Powell Gives His Last Jackson Hole Speech

Others can parse the market implications; I come to reflect on his remarkable service and leadership.

Aug 22 •

Jared Bernstein

U.S. Capitalism with Chinese Characteristics

Greg Ip's right about this and everyone seems weirdly fine with it. Trump's messing it up, but is there something useful in here somewhere?

Aug 21 •

Jared Bernstein

Are There Cracks Developing in the Job Market?

The evidence suggests there are, and that's important for everyone from working families to the Federal Reserve.

Aug 19 •

Jared Bernstein

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