Archive

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

Subscriber's post

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

The danger that WeWork poses

Subscriber's post

WeWork as an intermediary with a duration mismatch

Policy divergence and the week's monetary policy decisions

Subscriber's post

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

Subscriber's post

Ever closer union and euroscepticism

Subscriber's post

The dollar liquidity squeeze and Germany's weak real economy

Subscriber's post

Positive thoughts on my return from Germany and London

Subscriber's post

The end of global co-operation among liberal democracies

Subscriber's post

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

Subscriber's post

Competitive currency devaluation and the currency war

Subscriber's post

The trade-currency war will crystallize downside risks

Subscriber's post

Trade war escalation highlights downside economic risks

Subscriber's post

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

Subscriber's post

Why what economists are now saying about inflation matters

US GDP report puts nail in the coffin for the recession story

Loading…

A newsletter about finance, economics, markets, and technology

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts