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Category: Economics

“Let’s Forget about 2% Inflation” (Econbrowser, 3 min read)

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Double-counting of Investment (VoxEU, 5 min read)

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The Lesson of Bretton Woods (Bloomberg Opinion, 3 min read)

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China’s Economic Growth has Halved—and It is Set to Halve Again (Prospect Magazine, 3 min read)

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BIS Annual Economic Report 2019 (BIS, Report)

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Guide to the Markets Report, Q3 2019 (J.P. Morgan, Report)

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The role of nature versus nurture in wealth and other economic outcomes and behaviours

Looking at the path of adopted children in Sweden, the study finds that the environment more than biology determines transmission of wealth. The role of nature versus nurture in wealth and other economic outcomes and behaviours

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Growth Is Good, But Not Inflation

With today’s raft of service PMIs, there are more signs of stabilisation in the global growth cycle (both China and European indices bounced). There remain lingering concerns around the manufacturing cycle, especially in Europe, but the larger issue could be falling inflation. Indeed, US inflation expectations (as priced by rates markets) plunged towards the end […]

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Germany, Startups, and Inflation

Some useful perspectives on Germany. Here’s an excerpt: ” Foreign drivers in Germany are often excited about the unchecked speed limits on the Autobahn. But in my rental car, I was most surprised by the well-controlled traffic within cities. Unlike in the U.S., where traffic lights are positioned high in the air in the middle of […]

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Asset Price Bubbles and Systemic Risk

We analyze the relationship between asset price bubbles and systemic risk, using bank-level data covering almost thirty years. Systemic risk of banks…

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