Trade Policy and Economic Analysis by Scott Lincicome
Scott Lincicome: Social Security will start running out earlier than expected
Scott Lincicome warns that Social Security will begin to run out earlier than previously anticipated. His statement points to concerns over the timeline for Social Security's financial ...
AI drives surge in new U.S. business launches, Scott Lincicome notes
Scott Lincicome highlights that advances in AI and large language models are fueling a surge in new U.S. business formation. He points out that these technologies are significantly reducing both ...
Scott Lincicome: Concentrated power over trillions in commerce risks economic efficiency
Scott Lincicome raises concerns about economic governance models that permit a single individual to control or block the movement of trillions of dollars in annual commerce. Lincicome questions ...
New York City set to more than double property taxes for luxury second homes, Scott Lincicome notes
Scott Lincicome highlights that New York City's newly implemented tax on second homes will more than double property taxes owed by many wealthy luxury apartment owners. He adds that this change ...
Scott Lincicome: Shale gas saved U.S. consumers up to $4.3 trillion since 2007
Scott Lincicome reports that U.S. natural gas consumers have saved between $3.1 trillion and $4.3 trillion from 2007 to 2025 due to the impact of shale gas. This equates to an annual savings of ...
U.S. Treasury rout tests Washington's tolerance for higher borrowing costs, Scott Lincicome notes
Scott Lincicome highlights that a sharp downturn in U.S. Treasury markets is challenging Washington's willingness to accommodate higher government borrowing costs. The rising yields on U.S. debt ...
Scott Lincicome: U.S. steel tariffs raise costs for domestic canned food producers
Scott Lincicome criticizes claims that the increase in foreign-imported canned food poses a national security threat. He explains that U.S. steel tariffs have driven up the costs for domestic ...
Asian hardware spending flows back as U.S. investment, Scott Lincicome notes
Scott Lincicome observes that dollars spent by U.S. AI companies on Asian imports of AI-related technology hardware are returning to the U.S. as investment, which is helping to boost U.S. AI ...
Scott Lincicome: AI sector estimated to reach $250 billion in nominal GDP by 2025
Scott Lincicome questions how artificial intelligence is reflected in GDP statistics. He highlights preliminary estimates that treat the AI sector as a coherent economic entity, projecting nominal ...
Gulf freight costs rise as trucking replaces shipping, Scott Lincicome notes
Scott Lincicome highlights that Gulf freight rates have jumped as shipping companies are turning to trucks to move cargo. According to Lincicome, this shift has led businesses to face thousands ...
Scott Lincicome: U.S. tariffs on Thai rubber imports lack economic sense
Scott Lincicome questions the economic rationale behind the Office of the U.S. Trade Representative's decision to impose higher tariffs on rubber imports from Thailand due to its trade surplus in ...
Fringe beliefs harm U.S. and global economies, Scott Lincicome warns
Scott Lincicome argues that opposition to datacenters is rapidly joining other fringe movements such as anti-fracking, anti-GMO, and vaccine skepticism, as well as conspiratorial beliefs like the ...
Scott Lincicome: Sweden set for 2% annual economic growth through 2030
Scott Lincicome reports that Sweden is undergoing a notable capitalist transformation, with the country's economy expected to grow by around 2% annually through 2030. This pace would be similar ...
USMCA and tariff uncertainty hit stock market, Scott Lincicome notes
Scott Lincicome examines the effects of the USMCA trade agreement and ongoing tariff uncertainty on U.S. stock market performance. The analysis focuses on market spillovers connected to changing ...
Scott Lincicome: U.S. companies receive tariff refunds from government
Scott Lincicome, industry influencer, discusses American companies receiving tariff refunds from the U.S. government. According to Lincicome, these payments return money that was previously taken, ...
Tariffs dominate corporate investment talks in North Carolina, Scott Lincicome notes
Scott Lincicome, industry influencer, reports that North Carolina Governor Stein highlighted tariffs as a major topic in nearly every business meeting concerning corporate investment. According ...
Scott Lincicome: U.S. liabilities rise to 24 percent of global output in 2024
Scott Lincicome, industry influencer, highlights that net U.S. liabilities have risen to 24 percent of global output in 2024, a marked increase from 6 percent in 2008. He further notes that the ...
U.S. beef imports surged 28 percent to $4.5 billion through March, Scott Lincicome notes
Scott Lincicome, industry influencer, reports that U.S. beef imports totaled $4.5 billion through March, marking a 28 percent increase from a year ago. He adds that this follows a record for beef ...
Scott Lincicome: Tariff refund recording raises concerns over unrepaid billions
Scott Lincicome, industry influencer, highlights a case where an individual recorded their effort to secure refunds on tariffs. According to Lincicome, the documentation sheds light on why ...
Japan invests $2.2 billion, well below U.S. expectations, Scott Lincicome notes
Scott Lincicome, industry influencer, highlights that combined investments amount to around $2.2 billion, significantly less than the $36 billion the U.S. expects Japan to contribute for the first ...
Scott Lincicome: Automakers pay suppliers hundreds of millions after canceling EVs
Scott Lincicome, industry influencer, draws attention to the significant financial consequences automakers are facing after canceling electric vehicle projects. He notes that these companies are ...
