Archive

The Fed's overtightening and the shift to a fiscal paradigm

Trump impeachment strategy makes Elizabeth Warren and Democratic sweep possible

The US economy is doing fine and the jobs picture is good

Inter-subjectivity, norms, the rule of law and Donald Trump

The danger that WeWork poses

WeWork as an intermediary with a duration mismatch

Policy divergence and the week's monetary policy decisions

Watch for a re-emergence of the convergence to zero play

Ever closer union and euroscepticism

The dollar liquidity squeeze and Germany's weak real economy

Positive thoughts on my return from Germany and London

The end of global co-operation among liberal democracies

Our over-reliance on monetary policy is the problem

The Fed overtightened. Now it's behind the curve. Recession awaits

Why my base case for 2020 is recession

Competitive currency devaluation and the currency war

The trade-currency war will crystallize downside risks

Trade war escalation highlights downside economic risks

Signs of recession are hitting Europe. Is the new Central Bank president up for the challenge?

A variety of pre-FOMC thoughts on the economy

Loading…

A newsletter about finance, economics, markets, and technology