Author: Jesper
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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
Don’t rely (too much) on implied forward rates when predicting future interest rates
