Central banks, Inflation, Interest rates, Monetary policy
Author: Jesper
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Interesting papers, Stock markets
Magnificent 7. Or is it Magnificent 2?
Interest rates, Interesting papers, Return expectations, Stock markets
The expensive stock market
Central banks, Inflation, Inflation expectations, Monetary policy
The disappearance of inflation: were rate hikes necessary?
Central banks, Inflation, Monetary policy, Recessions, Stock markets
Five lessons from 2023
The future of r*
Have interest rates risen fundamentally?
Corona crisis, Fiscal policy, Inflation
When will there be no more excess savings left?
Corona crisis, Interest rates, Monetary policy, Recessions
Why no recession (yet)?
