Trade Policy and Economic Analysis by Scott Lincicome
Government may favor Intel due to large stake, Scott Lincicome notes
Scott Lincicome highlighted concerns that the U.S. government’s substantial ownership in Intel could make it more likely to side with Intel in disputes against its competitors and provide the ...
Scott Lincicome: Intel faces worst stock collapse in 52 years, possible profit impact
Intel is experiencing what has been described as its worst stock collapse in 52 years, which could result in billions being added to its profit. Scott Lincicome shared this assessment in a recent ...
Recreation spending declines by $14 billion as consumers cut savings to maintain lifestyles, Scott Lincicome notes
Overall consumer spending has remained steady, but spending on recreation fell by $14 billion. Scott Lincicome described this trend, noting that consumers have managed to continue their spending ...
Scott Lincicome: Weak job market and property slump curb car buying in China
Car sales in China are being held back as many people are not buying cars due to an unstable job market and ongoing declines in property prices that have undermined consumer confidence. The ...
Big Three automakers relied on large SUVs and trucks, Winston notes
Winston questioned why the Big Three automakers have not improved over decades despite ongoing protectionist policies, highlighting their reliance on large, expensive SUVs and trucks. Scott ...
Scott Lincicome: Whirlpool anticipates full-year loss with higher costs and falling sales
Whirlpool expects to post a full-year loss as mounting costs and falling sales weigh on its performance. The company is also increasing prices by 7% for the fourth quarter, stating that the rest ...
Canadian heavy crude fetching near-record premiums across Pacific, Scott Lincicome notes
Canadian heavy crude oil is selling at near-record premiums across Pacific markets, increasing support for Canada’s plan to build a new pipeline to its west coast. Scott Lincicome shared this ...
Scott Lincicome: Major landlord calls Germany uninvestable over Berlin seizure plan
A major landlord has called Germany 'uninvestable' in response to a plan to seize properties in Berlin. Scott Lincicome shared this assessment in a recent ...
GM ends rare-earth magnet plant agreement, documents say
GM has canceled its agreement with a new U.S. rare-earth magnet plant, according to documents referenced in reports. Scott Lincicome shared additional context, noting that Germany's Vacuumschmelze ...
Scott Lincicome: Wealthy newcomers boost ultraluxury real estate in Nashville region
Wealthy individuals moving to the Nashville region are helping to make it one of America’s fastest-growing markets for ultraluxury real estate, drawn by low taxes, a welcoming culture, and the ...
AI investment is a bright spot in economy, Scott Lincicome notes
Scott Lincicome stated that data center and artificial intelligence investment is not crowding out other investments. He described AI investment as a positive development in what he considers ...
Scott Lincicome: India raises fees on digital payments as cash demand increases
India has increased fees on digital payments, leading to a rise in demand for cash, according to reporting shared by Scott Lincicome. Experts attribute much of this cash demand to activity in the ...
U.S. interest expenses hit $1 trillion milestone, Scott Lincicome notes
U.S. interest costs have reached a record $1 trillion, marking a significant milestone in the country’s fiscal situation. The increase in net interest payments this year, totalling $81.4 ...
Scott Lincicome: SK Hynix ties new U.S. factory to more U.S. chip equipment exports to China
SK Hynix is conditioning the construction of a new U.S. factory on an increase in U.S. chip equipment exports to China, according to unnamed sources. Scott Lincicome highlighted this reported ...
U.S. companies seek Malaysia rare earths to reduce reliance on China, Scott Lincicome notes
U.S. companies are considering Malaysia as a source of rare earths in an effort to reduce dependence on China for these critical materials. Scott Lincicome shared this ...
Scott Lincicome: Examining tariff pass through and consumer prices
Scott Lincicome discussed the relationship between the size and speed of tariff pass through and its effects on consumer prices. The tweet highlights this specific aspect of tariffs and their ...
Industrial policy links to IPO market studied, Scott Lincicome notes
A new paper from the National Bureau of Economic Research examines the use of industrial policy via the IPO market. Scott Lincicome drew attention to this publication in a recent ...
Scott Lincicome: Napa Valley faces economic strain as wine prices surge
Scott Lincicome highlights the economic challenges facing Napa Valley as the region experiences what is described as the worst market correction in years. He notes that the persistent rise in wine ...
U.S. trade deficit returns to earlier levels, Scott Lincicome notes
Scott Lincicome points out that the U.S. trade deficit has returned to levels seen before tariffs were implemented. The observation suggests that recent trade policy changes have not produced a ...
Scott Lincicome: DoD inks $1.5 billion deal with Wolfspeed including 7.5% equity stake
Scott Lincicome highlights that the U.S. Department of Defense has secured a $1.5 billion deal with Wolfspeed, a company connected to the CHIPS Act and recently experiencing bankruptcy. The ...
U.S. government deficit spending leads to trade deficit, Scott Lincicome argues
Scott Lincicome points out that one of the primary reasons for the large trade deficit in the U.S. is government activity, specifically ongoing deficit spending. He highlights the direct impact ...
