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
2026-08-11 UTC
The July Print: A Reckoning for Equity Optimism
economy
2026-08-01 UTC
The Rate Shadow Over Earnings-Driven Recovery
economy
2026-07-31 UTC
The Inevitable Friction: When a Fed Chair's Consensus Fades
economy
2026-07-30 UTC
Fed Dissent Signals Fracturing Consensus on Policy Path
economy
2026-07-29 UTC
Tariff Realities: Unmet Deficit Goals, Elevated Consumer Burdens
economy
2026-07-28 UTC
Tariffs: A Persistent Friction in the Fed’s Path to Price Stability
economy
2026-07-24 UTC
The Confluence of Cost, Capital, and Disruption: A New Risk Calculus Emerges
economy
2026-07-18 UTC
The Erosion of AI Moats: A New Cost for US Tech
economy
2026-07-17 UTC
The Affordability Paradox: Why Market Narratives Deserve Scrutiny
economy
2026-07-16 UTC
Earnings-Driven Markets: The Perfectionist's Gamble
economy
2026-07-15 UTC
Navigating the Inevitable Inflection: Re-evaluating Market Regimes
economy