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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 · 8h
"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 · 9h
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 · 14h
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 · 14h
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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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 14h
"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 · 14h
"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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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 21h
"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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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 21h
"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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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 21h
"Turns out economic data *does* matter for stock traders" www.ft.com/content/87f4...

Especially US jobs & inflation data:
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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 21h
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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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 1d
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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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 1d
"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 · 1d
New @nberpubs: "The Past and Future of U.S. Structural Change: Compositional Accounting and Forecasting" www.nber.org/papers/w34338
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Scott Lincicome @scottlincicome.bsky.social · 1d
New @nberpubs: "Trade War and the Dollar Anchor" www.nber.org/papers/w34332
"Introducing a trade war that isolates U.S. goods markets from the world erodes the U.S. dollar's safety premium, raises U.S. interest rates, and lowers the world market value of U.S. firms."
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Scott Lincicome @scottlincicome.bsky.social · 1d
New @nberpubs: "Financial Value of Nature: Coastal Housing Markets, Mangroves, and Climate Resilience" www.nber.org/papers/w34329
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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 1d
New @nberpubs: "How Immigration is Changing the Black-White Earnings Gap" www.nber.org/papers/w34327
"Results reveal remarkable earnings advances among 2nd-generation Black immigrants" 👀
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Scott Lincicome @scottlincicome.bsky.social · 1d
New @nberpubs: "Capital Reallocation and Private Firm Dynamics" www.nber.org/papers/w34319
"capital gains taxes are most distortionary, primarily by discouraging entry and reallocation of capital, whereas income taxes are least distortionary."
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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 1d
"Staying put in Vietnam, furniture exporters bet US consumers will absorb tariff blow" share.google/WJZT18474rKs...
share.google
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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 2d
Excellent @JosephPolitano look at how tariff exemptions fuel the US AI Boom & economic growth in 2025: www.apricitas.io/p/the-tariff...
"The US is at the technological forefront of a rapidly expanding industry because of the free trade policies that this administration ostensibly despises.$
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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 2d
Very good piece from The Economist on how Europe's sclerotic, century-old labor regulations throttle innovation and fuel broader economic stagnation: www.economist.com/europe/2025/...
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Reposted by Scott Lincicome
cachobweeney.bsky.social
Cacho @cachobweeney.bsky.social · 5d
This is a great read... so why ARE we trying to copy China anyway? 👇👇👇
scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 6d
With the US pursuing "state capitalism," my new Capitolism
@thedispatchmedia.bsky.social checks on Washington's main motivation - China's version of the same.

Spoiler: it's not going well (for them).

"Chinese Industrial Policy Is an Anchor, Not an Engine"
thedispatch.com/newsletter/c...
Chinese Industrial Policy Is an Anchor, Not an Engine
There are zero reasons for the U.S. to adopt similar policies.
thedispatch.com
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Scott Lincicome @scottlincicome.bsky.social · 5d
"Dollar Doubts Are Showing Up in the Corporate Bond Market" www.bloomberg.com/news/newslet...
"the US seems to be retrenching from the global system at precisely the same time it says it’s concerned about funding its debt"
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Scott Lincicome @scottlincicome.bsky.social · 5d
"Focusing on the jurisdictions that adopted pay transparency laws early on, we find that many employers ignore pay transparency requirements" 😲 libertystreeteconomics.newyorkfed.org/2025/10/do-e...
Do Employers Comply with Pay Transparency Requirements in Job Postings? - Liberty Street Economics
A look at how many employers are following pay transparency requirements in U.S. job postings.
libertystreeteconomics.newyorkfed.org
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scottlincicome.bsky.social
Scott Lincicome @scottlincicome.bsky.social · 5d
"GM lays off 900 workers after delaying second shift at Kansas factory indefinitely" share.google/1U6FtqERL9sf...
GM lays off 900 workers after delaying second shift at Kansas factory indefinitely
GM in 2023 laid out plans to manufacture the revamped electric Chevy Bolt in Fairfax.
www.detroitnews.com
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Scott Lincicome @scottlincicome.bsky.social · 5d
UBS: "we now estimate the total tariff impact on the cost to construct an average home at approximately $8.9K,” seekingalpha.com/news/4500367...
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