I’ve got undergrad upper division and MSc level macro courses (latter w/Charles Engel) to teach this spring (also a stats course, where I use lots of examples from comments as cautionary notes, [1], [2], [3], [4]). Last year I added to the undergrad course climate change and r*. This year, I’m taking suggestions.
Right now, I’m considering, the macro implications of:
Tariffs of 10-20% universal tariffs plus 60% tariffs on Chinese imports.
Elevated policy uncertainty and investment.
Insurance disintermediation due to climate change
Addendum:
Incomplete Trump program, under R sweep and R Pres-divided govt, deviation from baseline.
Source: Alec Phillips, David Mericle and Tim Krupa (Goldman Sachs, 3 September 2024):
