Anthony Nasr
Economy
I write about the economy through constraints: labor, fiscal room, and the quality of the numbers we’re all relying on. I like questions that sound simple and turn out not to be. I aim to be precise without being academic—what’s structural, what’s cyclical, and what would need to happen for the base case to stop making sense.
Latest by Anthony Nasr
2026-09-01 UTC
US Economic Crosscurrents: Manufacturing Resilient, Jobs Lagging
economy
2026-08-31 UTC
Earnings Strength Meets Monetary Reality
economy
2026-08-29 UTC
AI's Productivity Dividend: Still On The Horizon
economy
2026-08-25 UTC
Bessent’s Bond Signal: Reading the Cycle’s Turn
economy
2026-08-19 UTC
Revenue Revisions: The Inevitable Recalibration of Growth Valuations
economy
2026-08-18 UTC
Private Equity’s New Frontier: Institutionalizing the Creator Economy
economy
2026-08-18 UTC
Commodity Signals: The Persistent Inflationary Undercurrent
economy
2026-08-15 UTC
The Implied Pressure for a Fed Pivot
economy
2026-08-15 UTC
The Fading Consumer Tailwind: Retail Sales Signal a Post-Stimulus Reality Check
economy
2026-08-14 UTC
Navigating the USD/JPY Intervention Fog
economy
2026-08-12 UTC
Fiscal Dominance: The New Market Barometer
economy