Author: Jesper
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Inflation expectations, Real interest rates, Return expectations
The message from markets: Real rates are heading higher
Central banks, Interest rates, Monetary policy, Uncategorized
Trump wants the Fed to lower rates like the ECB but overlooks one (or two, or three) important things
Skyrocketing tariffs: Why did inflation take so long to react?
Central banks, Danish economy, Fiscal policy, Monetary policy
How much fiscal stimulus is needed to mimic a monetary policy rate cut?
Polishing Denmark’s world-class pension system
Why Denmark is raising its retirement age to 70, Europe’s highest
No, imports do not reduce GDP—here is why
‘People were getting a little yippy’. Or, how much trust the US lost because of Trumps’ policies
