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Great piece from Tej Parikh Featuring a few charts from me China’s savings as % of GDP highly likely to decrease in the coming decade

"What would it take for Canada to become an energy superpower?"  Tej Parikh joins Power Struggle host Stewart Muir to explore Canada's economic underperformance and how internal barriers stifle national progress. Full podcast out now: youtu.be/5xI0rWTVtYE #PowerStruggle

How to cut Britain’s sky-high electricity prices ft.com/content/684a1b… via @ft

"Baseline projections from Evercore ISI, Brookings and AEI for net immigration to turn negative, at least in the near term, will generate worse outcomes for the US economy in the long run than tariffs." New piece from Tej Parikh: on.ft.com/44kDWq7

Forget the headline on #payroll data. This was a brutal #Jobs report. Out of the +147k additional jobs, an astounding +138.6k came from State govt (+47k), Local govt (+33k), and Health care and social assistance (58.6k). The rest of job market created just 8.4k jobs. Our #data

US NFP in June appear strong at 147k. BUT close to 90% of this is government, health care and education. So, the read across to a "strong" jobs market and interest rates deserves more nuance.

Republicans and Democrats "live in fundamentally contrasting economies". Tej Parikh explains in the Financial Times how, with Trump’s base representing 86 % of the US’s total counties, but just 38 % of its GDP according to Mark Muro at The Brookings Institution linkedin.com/posts/detter-%…