Interesting papers, Pension, Stock markets
European vs. US stocks: Which market comes out on top?
Debt, Fiscal policy, Inflation, Interest rates, Monetary policy, Stock markets, Uncategorized
Five lessons from 2024
The US borrowing surge: Outpacing Europe for the foreseeable future
Euro bashing abounds, but remember that US growth is debt-fuelled
Debt, Fiscal policy, Interest rates
US debt and yields: What Harris and Trump aren’t telling you about their policies
Debt, Eurozone, Fiscal policy, Interest rates
C’est la vie: Bond vigilantes are back
Kudos to central banks
Inflation, Inflation expectations, Real interest rates
Markets think inflation will be too high for the next 20 years
