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scottlincicome.bsky.social
Scott Lincicome
@scottlincicome.bsky.social
13K followers 190 following 2.1K posts
@CatoInstitute Vice President (Econ/Trade), @DukeLaw adjunct, @TheDispatch newsletter-er. CH❤️RTS. You didn't read the article, did you?
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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · Nov 13
🚨NEW🚨 The Cato Institute docuseries, Faces of Globalization, follows real people here and abroad whose lives depend on the global economy in ways that challenge the current conventional wisdom. You can watch all the videos here: www.cato.org/video-series...
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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 12h
I just told you I already liked the shutdown, Harry, you don't have to sell it to me 😏 www.bloomberg.com/news/article...
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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 13h
I know the term "millionaire" ain't what it used to be, but it still amazes me that in 2023 almost 18% of US households - 24M in all - were worth at least $1M. www.bloomberg.com/news/feature...
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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 18h
Next week the US will impose 25% tariffs on cabinets & sofas - for "national security." It's insane (& costly & ineffective), but, sadly, par for the course.

My latest:

"Trump’s New Furniture Tariffs Are (Almost) Everything Wrong with U.S. Trade Policy Today" thedispatch.com/newsletter/c...
Trump’s New Furniture Tariffs Are (Almost) Everything Wrong with U.S. Trade Policy Today
There is no ‘national security’ basis for them, and they won’t accomplish the administration’s stated goals.
thedispatch.com
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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 19h
"China Clamps Down Even Harder on Rare Earth Exports" 😲 www.nytimes.com/2025/10/09/b...
China Clamps Down Even Harder on Rare Earth Exports
The move is Beijing’s latest attempt to tighten control over global production of the metals, which are essential to the manufacture of computer chips.
www.nytimes.com
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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 19h
Well well well: "Trump Excludes Generics From Big Pharma Tariff Plan" www.wsj.com/health/pharm...
Good news for American consumers (patients), but a major Trump reversal on generics and an admission that his tariffs do, in fact, raise US prices
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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 19h
GOOD: "Privatize NC’s liquor sales? DOGE-style group wants to explore the cost" www.wral.com/story/privat...
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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 19h
"Retail Prices Were Heading in the Right Direction—Then Tariffs Hit"
www.library.hbs.edu/working-know...

Great dataviz:
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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 19h
Interesting new paper on the EITC: "tax credit targeted at low-wage (and low-skilled) workers reduces the relative return to schooling, thereby generating a powerful disincentive to pursue long-term studies." 🤔 marginalrevolution.com/marginalrevo...
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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 19h
Finally: "Raleigh gives go ahead to 30-story tower at Peace and West streets" www.axios.com/local/raleig...
www.axios.com
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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 19h
"Tariff turbulence deepens uncertainty across US supply chains" share.google/cOORUpwKchqg...
Tariff turbulence deepens uncertainty across US supply chains
Logistics leaders say shippers are turning to data visibility, transparency and nearshoring in Mexico to navigate rising supply chain costs and uncertainty. The post Tariff turbulence deepens…
finance.yahoo.com
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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 1d
"Unexpected fees come with the end of de minimis, surprising consumers" www.latimes.com/business/sto...
“Until this tariff thing started, I’ve never, ever had a bill on top of my purchase.” 🤣
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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 1d
Good for them, tbh: "Trump’s Global Trade Chaos Creates an Opportunity for African Farmers" www.bloomberg.com/news/article...
Trump’s Global Trade Chaos Creates an Opportunity for African Farmers
The continent is positioning itself as a pivotal player in the future of global agriculture, and investors are taking notice.
www.bloomberg.com
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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 2d
"China to Launch New Visa to Lure Young Tech Talent Amid U.S. Curbs" www.caixinglobal.com/2025-10-02/c...
China to Launch New Visa to Lure Young Tech Talent Amid U.S. Curbs
The K-visa category aims to attract STEM professionals without requiring a local employer, highlighting the diverging immigration policies of Beijing and Washington in their race for tech supremacy
www.caixinglobal.com
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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 2d
Endless cronyism: "Decorative hardwoods industry urges Trump to expand products under section 232 tariffs proposal" www.woodworkingnetwork.com/news/woodwor...
Decorative hardwoods industry urges Trump to expand products under section 232 tariffs proposal | Woodworking Network
On Oct. 1, 2025, nine presidents and CEOs representing American manufacturers of hardwood plywood, engineered wood flooring, and hardwood veneer asked President Trump to add their products to the…
www.woodworkingnetwork.com
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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 2d
Fascinating: "How Din Tai Fung Became America’s Top-Earning Restaurant Chain" www.bloomberg.com/news/feature...

Also: Cheesecake Factory more like money factory amirite
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Scott Lincicome @scottlincicome.bsky.social · 2d
Predictable distortion of US capital markets: "Investors Place Bets on Trump Team’s Next Investment Target" www.bloomberg.com/news/article...
"All of a sudden, you’re going to have investors front-running the potential for the government to come in"
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Scott Lincicome @scottlincicome.bsky.social · 2d
"Carlyle Group, the investment manager whose portfolio companies employ more than 700,000 people globally, is stepping into the economic data void left by the US government shutdown with a grim read on the labor market." www.bloomberg.com/news/article...
Carlyle Unveils Proprietary Data Showing Weak US Employment
Carlyle Group, the investment manager whose portfolio companies employ more than 700,000 people globally, is stepping into the economic data void left by the US government shutdown with a grim read…
www.bloomberg.com
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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 2d
"Billionaire beef boss says Americans crave so much protein the country is outpacing its own production and turning to imports" share.google/2ynNXBIRfIzP...
Billionaire beef boss says Americans crave so much protein the country is outpacing its own production and turning to imports | Fortune
Wesley Batista says GLP-1 drugs could be fueling the protein-diet fad.
fortune.com
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Scott Lincicome @scottlincicome.bsky.social · 2d
"the Ivanpah facility's decommissioning comes from its use of a now-obsolete solar technology that's both more expensive and less efficient in generating energy." www.slashgear.com/1986261/cali...
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Scott Lincicome @scottlincicome.bsky.social · 2d
"A Country-Specific View of Tariffs" via @NewYorkFed libertystreeteconomics.newyorkfed.org/2025/10/a-co...
"the bulk of cross-country differences in tariff rates is explained by two factors: the U.S.-Canada-Mexico free trade agreement and differing sales shares in tariff-exempt categories"
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Scott Lincicome @scottlincicome.bsky.social · 2d
"Turns out economic data *does* matter for stock traders" www.ft.com/content/87f4...

Especially US jobs & inflation data:
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Scott Lincicome @scottlincicome.bsky.social · 2d
Uh oh; "A fire at Novelis’s Oswego, N.Y., plant, which supplies about 40% of U.S. auto industry aluminum, will disrupt automakers for months"
www.wsj.com/business/aut...

Fortunately, imported aluminum can fill the void and mitigate this massive domestic supply chain disrupti-

Oh.
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Scott Lincicome @scottlincicome.bsky.social · 3d
The Trump administration just took yet another equity stake in yet another private company, this time 10% in Alaskan miner Trilogy Metals. Sheesh. www.bloomberg.com/news/article...
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Scott Lincicome @scottlincicome.bsky.social · 3d
"US spirits exports tumble as drinkers shun American brands" www.reuters.com/business/us-...
"steep drops across major markets including the European Union, Canada, Britain and Japan, which together represent 70% of total exports"
www.reuters.com
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Scott Lincicome @scottlincicome.bsky.social · 3d
New @nberpubs: "The Past and Future of U.S. Structural Change: Compositional Accounting and Forecasting" www.nber.org/papers/w34338
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