Archive

Automatic stabilizers and a neutral fiscal stance

China's 'weaponising' Treasuries, automatic stabilizers, and investing versus losing money at WeWork

The hardening trade war and the pause in IPO easy money

Risk-off selling continues as Uber slides

Just when you thought it was risk-on

Facecoin, Slack and loss-making IPOs

IPOs, a global rebound and Tariff Man

2019 may be the best time to IPO

Brief thoughts on the jobs report

Melting Up?

Hippie-punching MMT

Green light for the Fed, bullish data out of China and the Eurobonds solution

The huge beat in US GDP growth

Re-acceleration, but for how long?

The Best of Times

The strong dollar and Chinese reform

Division and divisiveness in the 21st century

I am a true believer in the economic re-acceleration thesis now. Here's why

Trying something different: on the Economic re-acceleration thesis and other topics

Surging markets, low volatility, and fake liquidity

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