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
2026-06-03 UTC
The Dollar-Volatility Nexus: Unpacking Hidden Interplay
economy
2026-06-02 UTC
S&P 500 Earnings: A Peak or a New Plateau?
economy
2026-06-02 UTC
AI's Concentrated Lift: The Market's Uneven Foundation
economy
2026-05-30 UTC
Market Divergence: Capital Inflow Meets Supply Constraint
economy
2026-05-30 UTC
The Folly of the Premature Pivot: Why 'Deal Done' Doesn't Mean 'Hikes Axed'
economy
2026-05-25 UTC
Hormuz: The Price of Passage and the Rewiring of Trade
economy
2026-05-21 UTC
Data Center Backlogs Signal Enduring AI Infrastructure Build-Out Through 2027
economy
2026-05-19 UTC
The Misery Index's Uncomfortable Ascent: A Structural Pressure Point
economy
2026-05-19 UTC
The Reflexive Market: When 'Don't Think Twice' Becomes Policy
economy
2026-05-15 UTC
Nominal Strength, Real Erosion: The Inflationary Illusion in Retail Sales
economy
2026-05-13 UTC
The Absence of Summit News: A Market Signal of De-Escalation, Not Resolution
economy