Lightnews — Scholar-powered news

Brett House @brettehouse.bsky.social · 18h

Private debt markets are expanding, but transparency hasn’t kept up. That's a problem.

As I told Edward Helmore at The Guardian, when assets aren’t marked to market and no one knows where the risks are concentrated, shocks can catch the system off guard.

www.theguardian.com/business/202...

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Brett House @brettehouse.bsky.social · 5d

The GOP can’t claim fiscal discipline while cutting taxes and boosting spending. As I noted to BBC News' Anthony Zurcher, that contradiction speaks louder than any budget rhetoric.

www.bbc.com/news/article...

Brett House @brettehouse.bsky.social · 6d

It really speaks for itself.

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Brett House @brettehouse.bsky.social · 6d

Policy volatility, rising tariffs, and cooling job growth are reshaping the outlook for small and mid-sized businesses in North America.

I moderated a panel at Columbia Business School that looked at these key signals for SME leaders. Read the write-up here: business.columbia.edu/insights/fin...

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Brett House @brettehouse.bsky.social · 7d

The shutdown is just one layer of the uncertainty weighing on the US economy.

As I noted to Allison Morrow at @cnn.com, statistical blind spots, tariff volatility, and weakened institutions are eroding investor confidence at a critical time.

www.cnn.com/2025/10/02/b...

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Brett House @brettehouse.bsky.social · 12d

The Fed’s next rate-cut decision may be made with incomplete data.

I discussed the implications of the US government shutdown for the Observer—from missing jobs numbers to rising inflation, policymakers could be flying blind at a pivotal moment.

observer.com/2025/10/gove...

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Brett House @brettehouse.bsky.social · 14d

President Trump’s new tariffs on trucks, furniture and medicines risk adding more pressure to prices, supply chains and cross-border trade. I discussed the potential fallout with @washingtonpost.com reporters Andrew Jeong and Victoria Craw.

www.washingtonpost.com/business/202...

Brett House @brettehouse.bsky.social · 19d

Tricolor’s collapse is a warning sign. When subprime auto borrowers fall behind, the cracks in the economy start to show.

I spoke with @financialtimes.com reporters about what this signals for US households and labour markets.

www.ft.com/content/3e8f...

Auto lender’s bust signals strain in financial health of US households

Tricolor’s collapse highlights struggles of low-income consumers and their impact on the broader American economy

www.ft.com

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Brett House @brettehouse.bsky.social · 20d

The Fed’s rate cut brings some relief—but not for everyone.

Jessica Dickler at CNBC looks at how borrowing and savings costs are shifting. I shared a few thoughts on what that means for household budgets in a higher-inflation economy.

www.cnbc.com/2025/09/17/f...

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Brett House @brettehouse.bsky.social · 21d

Stagflation risks are rising in the U.S. economy—driven by President Trump’s tariffs and immigration policies.

In @theguardian.com, I spoke with Lauren Aratani about how growth forecasts are falling and inflation is climbing.

www.theguardian.com/business/202...

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Brett House @brettehouse.bsky.social · 25d

The Fed’s rate cut is a bet on softening labour markets and a reminder that monetary policy takes time to move through the system.

I discussed the lag on rate impacts in @csmonitor.bsky.social.

www.csmonitor.com/Business/202...

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Brett House @brettehouse.bsky.social · Sep 14

Canada’s largest employee-owned trust shows the power of EOTs to keep companies locally rooted while sharing wealth.

Meera Raman cites the Social Capital Partners report I co-wrote with Jon Shell. Big credit to Employee Ownership Canada & Matthew Mendelsohn.

www.theglobeandmail.com/business/art...

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Reposted by Brett House

Peter Baker @peterbakernyt.bsky.social · Sep 12

Yes, your morning jolt has gotten more expensive. Coffee prices are up nearly 21% over the past year, partly because of Trump’s punishing tariffs on Brazil and Vietnam. www.nytimes.com/2025/09/11/b...

Yes, Your Morning Coffee Has Gotten More Expensive

www.nytimes.com

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Brett House @brettehouse.bsky.social · Sep 11

President Trump’s attacks on the Fed could backfire. A loss of central bank independence won’t bring down mortgage rates — it’ll drive them up.

I broke it down with Claire Boston in Yahoo Finance: finance.yahoo.com/news/trumps-...

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Brett House @brettehouse.bsky.social · Sep 9

In @csmonitor.bsky.social, Laurent Belsie looks at how the Supreme Court’s tariff ruling could decide whether the U.S. enters recession.

I explain why few firms actually benefit from tariffs—and why policy uncertainty continues to drag on the economy.

www.csmonitor.com/Business/202...

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Brett House @brettehouse.bsky.social · Sep 8

What do falling cardboard box sales say about the U.S. economy? A lot, actually. AlterNet’s Adam Lynch and I spoke about how this indicator reveals deeper uncertainty around consumer demand, tariffs, and the Trump market.

www.alternet.org/trump-econom...

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Brett House @brettehouse.bsky.social · Sep 5

President Trump says if courts strike down his emergency tariffs, recent trade "deals" would have to be unwound.

Fortune explores what that could mean for U.S. leverage in trade negotiations—and features my take on how these non-deals undermine real trade diplomacy.

fortune.com/2025/09/04/d...

Brett House @brettehouse.bsky.social · Sep 5

Freschia Gonzales at Wealth Professional dives into why Canadian investors are sending record capital into U.S. stocks—despite stronger returns at home and consumer boycotts.

I shared why it’s not emotion but diversification that drives portfolio strategy.

www.wealthprofessional.ca/news/industr...

Brett House @brettehouse.bsky.social · Sep 4

We're grateful to @bobeunlimited.bsky.social for helping us launch the 3rd edition of our CBS Global Macro Investing course by sharing his insights on the links between economic developments, asset factors, and market prices with a packed house of MBA students! Follow Bob for his daily views!

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Brett House @brettehouse.bsky.social · Sep 4

The euro’s surge and U.S. tariffs are hitting European exporters hard. I spoke with @benzinga.bsky.social about why currency pressure, trade friction, and diverging interest rate paths are converging to create real risk for corporate Europe.

www.benzinga.com/markets/euro...

Brett House @brettehouse.bsky.social · Sep 2

Featured in this article by Tamsin Vidal for Gothamist, I explain how a 30% tariff on Chinese imports is raising prices on everything from pencils to backpacks—and straining families already facing rising housing and food costs.

gothamist.com/news/nyc-par...

Brett House @brettehouse.bsky.social · Aug 31

President Trump’s tariff push is hurting American consumers, disrupting global trade, and straining U.S. alliances—including with Canada.

Quoted for LRT, I argue these tariffs are less about economics and more about political leverage. The costs are already adding up.

www.lrt.lt/en/news-in-e...

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Brett House @brettehouse.bsky.social · Aug 31

Canadians are buying American stocks at the highest rate in 35 years.

In Fortune, Sasha Rogelberg explores the gap between economic nationalism and portfolio strategy. I explain why Canadian investors engaged with U.S. markets despite the politics.

fortune.com/2025/08/26/u...

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Brett House @brettehouse.bsky.social · Aug 18

President Trump’s tariffs are hitting Canadian exports and both sides of the border will feel it. In @washingtonpost.com ‪I spoke about how levies meant to punish competitors often end up punishing supply chains, trading partners, and families instead.

www.washingtonpost.com/business/202...

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Reposted by Brett House

Brett House @brettehouse.bsky.social · Jul 30

Today's hold from the Fed is consistent with its 3-part mandate to maximize employment, control inflation, and hold long-run rates stable, and the FOMC is likely to stay on hold through 2025 despite the pressure to cut. My take for @columbiabusiness.bsky.social
business.columbia.edu/insights/eco...

Why the Fed Still Hasn’t Cut Rates Despite Pressure from President Trump | Columbia Business School

The Federal Reserve’s Federal Open Market Committee (FOMC) announced on July 30 that it would keep interest rates steady, despite criticism from President Donald Trump.

business.columbia.edu

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