US Economy | Inflation | Thoughts & outlook
Despite stronger economic data, most companies still expect a recession and may be forced to pay up for workers
Alan Brazil | US Mortgages | Falling excess savings, a red herring
Why falling excess savings is a red herring. Are US mortgages are good investment at current levels?
Falling Excess Savings Is A Red Herring, Consumers Will Continue to Spend
Falling excess savings is a red herring, consumers will continue to spend
Review | Inflation Expectations & Asset Returns
A review of the academic literature on formation of inflation expectations
Treasury basis trade | Krugman fights back
We examine drivers of the US Treasury basis trade and potential market catalysts. Paul Krugman responds to critics on inflation.
Argentina | FT-Booth survey breakdowns | Fed projections
Breakdown of academic economists’ projections. Argentina and tomorrow’s FOMC meeting
Argentina | The Inheritance Keeps Getting Worse
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FT Survey | Academic Economists See More Fed Hikes Ahead
More credible than Wall Street economists?
Market outlook | Where are we and how we got here
What would you do if given exclusive access to Fed communications ahead of others?
CBDCs on SWIFT | Krugmanomics—make it up as you go
Krugman at it again with his alt-ex inflation measures. SWIFT beta test the digital dollar