The American Action Forum is a policy institute with forward-looking research on the most pressing domestic, economic policy challenges.
Washington, DC
Joined January 2010
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American Action Forum retweeted
“The standard of living is declining and people know that,” says @djheakin. “The nature of these actions have really allowed voters to blame him.” nytimes.com/2026/11/01/us/po…
American Action Forum retweeted
NEW MYTH, BUSTED: For decades, antitrust enforcement without a clear standard was incoherent — rules businesses couldn't predict.
The consumer welfare standard fixed that by asking one question: does this help consumers? 72% of voters still support it today.
American Action Forum retweeted
Section 338 Tariff Adjustments:
In this week’s Shipment, I discuss the recent changes to the 50% Section 338 tariff list for US imports from Canada.
Some products removed, many more added in the lead up to midterms next week. I also cover recent Section 232 announcements on wind turbines, robotics, and industrial machinery.
Take a look! #Tariff #Canada #Trade #Trump
americanactionforum.org/ship…
American Action Forum retweeted
New @AAF paper by @JJensen2020, Natalie George, and me:
The administration promised steel and aluminum tariffs would revive domestic manufacturing.
Instead of a job or production boom, the data shows a different picture:
-At least 228k full-time jobs lost (338k per @TaxFoundation's latest data)
-Bellwether steel prices up 67% y-o-y
-Tariffs costs +400% (steel) and +700% (aluminum) from 2024-2025
-Retaliation from trade partners are hurting the economy
More in our paper below.
American Action Forum retweeted
In case you missed it, here's my @AAF paper on the soaring heating oil prices in new England.
New @AAF paper in @politico's Morning Energy today:
U.S. residential heating oil prices surged 74% y-o-y to $6.19/gallon in October.
At Sen. Susan Collins and Angus King's request, DOE will release up to one third of the Northeast Reserve by Nov. 13.
But 315,000 barrels are a drop in the bucket of needed supply: it accounts for less than one day of total U.S. consumption of heating oil in the winter season, and about 12 days of residential consumption in Maine.
The emergency release is unlikely to deliver meaningful consumer price relief.
Might be of interest to @scottlincicome @JigarShahDC @JEBistline @MichaelGiberso3 @robinsonmeyer
@CalliePatteson
American Action Forum retweeted
New @AAF paper in @politico's Morning Energy today:
U.S. residential heating oil prices surged 74% y-o-y to $6.19/gallon in October.
At Sen. Susan Collins and Angus King's request, DOE will release up to one third of the Northeast Reserve by Nov. 13.
But 315,000 barrels are a drop in the bucket of needed supply: it accounts for less than one day of total U.S. consumption of heating oil in the winter season, and about 12 days of residential consumption in Maine.
The emergency release is unlikely to deliver meaningful consumer price relief.
Might be of interest to @scottlincicome @JigarShahDC @JEBistline @MichaelGiberso3 @robinsonmeyer
@CalliePatteson
American Action Forum retweeted
The U.S.-China Board of Trade:
You might recall a few weeks ago President Trump met with leader Xi of China at the White House. The summit provided more info on the board of trade and the new “30-for-30” framework.
The 30-for-30 framework proposes tariff reductions on $30 billion worth of each country’s imports.
My research explores the board of trade, what imports are on the proposed tariff reduction lists, and the likelihood this comes to fruition. Take a look!
#Tariff #China #Trade #BoardofTrade #Trump
americanactionforum.org/rese…
American Action Forum retweeted
"I wouldn't be at all surprised to see a correction that looks like the dot-com bubble."
@djheakin of @AAF on AI and the economy: good growth numbers, but built on a narrow base. #FacingTheFuture
Tune in: youtu.be/9d_BC68OBv4
American Action Forum retweeted
U.S. 10-year yields have risen even more than France's.
@djheakin of @AAF on the good-news story (AI-driven productivity) and the two bad-news stories (higher expected inflation, Treasury credit risk). #FacingTheFuture
Full episode: youtu.be/9d_BC68OBv4
American Action Forum retweeted
Status of the IEEPA Tariff Refund Process in Phase 1 and 2 (As of October 2, 2026)
It’s been a while but here’s an update on tariff refunds. Things are progressing and US businesses are rightfully getting their money back.
#Tariff #Trade
American Action Forum retweeted
Higher Prices and Growing Disapproval:
Poll after poll shows that Americans are concerned about the cost of living. This ties in to the dissatisfaction with current tariff policy which (clearly) raises consumer prices.
See below for a fun read! #Trade
americanactionforum.org/ship…
American Action Forum retweeted
Who's really in charge of yields? Hosted by @ElianJacobs22
@djheakin: $2T deficits are "literally unsustainable"
@pboockvar: Japan's 10y jump from 0.04% to 3% moved global rates
@GeneralTheorist: AI capex + deficits need foreign capital, lifting yields
nitter.cf/i/spaces/1jGXgBoBDrBKZ
American Action Forum retweeted
My latest for @AAF discusses the agreement among AI firms to pace the frontier and explores alternatives to a blanket antitrust exemption.
American Action Forum retweeted
You know things are truly dire when @djheakin feels compelled to write about France.
American Action Forum retweeted
New @AAF paper featured in @politico's Morning Energy today:
The #SCOTUS heard oral arguments on a major #climate case: Suncor v. Boulder. Five potential rulings and their policy implications in our analysis.
Highlights:
-The 8-justice panel spent a lot of time questioning Suncor the issue of federal preemption.
-Chief Justice Roberts, Justice Thomas and Justice Gorsuch questioned Boulder the practicality of a hypothetical ruling that would allow Boulder to prevail.
-A procedural exit seems less likely.
-The Court could reach a 4-4 divide.
Link to paper in response.
Might be of interest to @jadler1969
@CalliePatteson @mara_hop @JigarShahDC @ValerieVolco @MelissaQuinn97 @lesleyclark @alexcguillen @EnergyBrief @SCOTUSblog @SiegelScribe @robinsonmeyer @jjouvenal @bradplumer @JEBistline @TedNordhaus @AbbieVanSickle @jfritze @lawrencehurley
American Action Forum retweeted
My latest @AAF piece, in which I take a look at where the Trump Admin's EO 14192 regulatory budget stands coming out of FY 2026
American Action Forum retweeted
Deficits, Yields and the Fed. Who Is Really in Charge?
Join us on Wednesday, October 7 at 5 PM UTC for a live discussion featuring:
@djheakin
@pboockvar
@GeneralTheorist
@PKurzin
Hosted by @ElianJacobs22
Set a reminder and bring your questions 👇
nitter.cf/i/spaces/1lJQRWLaaQkxE
American Action Forum retweeted
Tune in @AAF's latest podcast, @djheakin, @kylebaccei, Jordan Haring and I discussed the economy and a potential U.S. diesel export ban!
americanactionforum.org/mult…
American Action Forum retweeted
In a previous episode of #FacingTheFuture, @djheakin laid out the mechanics of a debt crisis: an interest rate spike triggers a recession, the recession worsens the debt, and lenders start cutting you off entirely.
Hear more: youtube.com/watch?v=uX1TvEFq…