MACRO: Policy responses to Covid-19

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ECB – the fine line between stimulus and exuberance

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Trimmed Means

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WEEKLY POLITICAL COMPASS

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SURVEY RESULTS: Bitcoin, Big Tech, and Bonds

Based on a survey with 74 respondents QUESTION 1 By the end of this quarter on 30th Sep 2021, which of these portfolio allocations do you expect to have the highest total return (in USD)? (Assume no transaction costs and fees.) QUESTION 2 By the end of this quarter on 30th Sep 2021, which of these portfolio allocations do you expect […]
MACRO: Policy responses to Covid-19

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WEEKLY POLITICAL COMPASS

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Do Households Expect Inflation When Commodities Surge?

Reuven Glick, Noah Kouchekinia, Sylvain Leduc, and Zheng Liu
Inflation – Higher For Longer
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How Much Did the CARES Act Help Households Stay Afloat?

James Aylward, Elizabeth Laderman, Luiz E. Oliveira, and Gladys Teng