Interest rates, Interesting papers, Return expectations, Stock markets
Author: Jesper
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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)?
A few stocks drive the stock market: Dot.com vs. today vs. the last 100 years
7 or 493 stocks: What matters for the S&P 500?
