No. 1
27/10/2026 · 8 pieces
8 picks from 177 pieces reviewed in 11 publications across 3 regions.
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01 ★★★★★
How Fast Do Tariffs Pass Through into Consumer Prices?
Who actually pays for tariffs, and how quickly? Mary Amiti, Sebastian Heise and David Weinstein of the New York Fed estimate how the 2025–26 tariffs have passed through to the prices Americans pay. Read it to understand the channels, including the indirect ones most debates miss. We picked it for original data from economists with access to the best figures. The authors are economists at the Federal Reserve Bank of New York; we found no stake.
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02 ★★★★★
De-reservification, Not De-dollarization
Is the world abandoning the dollar? Brad Setser and Alex Etra argue that the most-watched statistic on the question is looking in the wrong place. Read it to find out where foreign dollars have actually gone, and why that matters more than central bank reserves. We picked it for original data that overturns a common story. Setser is a senior fellow at the Council on Foreign Relations; Etra is a strategist at Vanda Research, a markets research firm; we found no stake.
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03 ★★★★☆
Who Will Create the Jobs?
Why do many Brazilians feel poorer when the statistics say the economy is doing well? Amir Lebdioui looks at the kind of jobs being created, and at who is left behind. Read it to understand a gap between data and daily life that politics feeds on, in Brazil and beyond. We picked it for evidence that explains a national mood. Lebdioui writes for Phenomenal World, a left-leaning economics publication; we found no stake.
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04 ★★★★☆
Has the AI Boom Impacted the U.S. Current Account?
Why hasn't the AI boom widened America's trade deficit, when AI hardware is pouring in? Julian di Giovanni of the New York Fed answers with an accounting identity most commentary forgets. Read it to understand how a boom can reshuffle investment without growing it. We picked it as a short, clear explanation of a puzzle many have noticed. Di Giovanni works in economic research at the Federal Reserve Bank of New York; we found no stake.
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05 ★★★★☆
Africa’s unprecedented urbanization - against historic normalization
Is Africa's urbanisation just a replay of what Europe and Asia went through? Adam Tooze argues it is not, and explains why the scale and the conditions are new. Read it for a big-picture view of one of the century's great changes, with the numbers to anchor it. We picked it because it challenges a comfortable assumption. Tooze is an economic historian who writes the Chartbook newsletter; we found no stake.
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06 ★★★★☆
Narratives under the microscope: what MPC transcripts can tell us about policy thinking
What were Bank of England policymakers really thinking in the years around the Brexit vote? Three Bank researchers use language models to read the newly released committee transcripts and track each member's concerns. Read it for a new way to study central bank thinking, and what it reveals about why rates moved. We picked it for an original method applied to a primary source. Dragos Gorduza and colleagues work at the Bank of England, whose committee they study, a stake readers should weigh.
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07 ★★★★☆
How China became rich
How did China become rich? Ben Southwood and Robin Rivaton argue that the West has the answer wrong, and that the real engine is not where most people look. Read it for a bold, well-argued alternative to the central-planning story, and for what it implies for Western policy. We picked it because it makes an argument opponents will have to answer. The authors write for Works in Progress, a magazine with a pro-growth outlook; we found no stake.
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08 ★★★★☆
Brady’s Lessons
Could the plan that ended the 1980s debt crisis help poor countries today? Stephen Paduano reviews new research by IMF economists on the Brady Plan and asks whether it should be revived. Read it to understand how debt relief worked last time, and why today's conditions make the question urgent. We picked it for a timely history lesson with a policy point. Paduano writes for Phenomenal World, a left-leaning economics publication; we found no stake.
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