Author: Jesper

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Central banks, Debt, Eurozone, Inflation, Monetary policy

Euro area dichotomy

Proportion of forecasters (who participate in ECB’s Survey of Professional Forecasters) who expect inflation in the euro area to exceed 2.5% five years from now.

Eurozone, Inflation expectations

Expected inflation in the euro area

Central banks, Inflation, Inflation expectations, Interest rates

Is euro area monetary policy tight or loose?

Central banks, Inflation, Interest rates, Monetary policy

Lessons from the 1970s and monetary policy today

Central banks, Inflation, Interest rates, Monetary policy

Lessons from the 1970s: Germany vs. U.S.

Central banks, Inflation, Interest rates, Yield spread

Yield spreads and recessions

Eurozone, Inflation, Monetary policy, Oil

ECB’s additional dilemma

Yield, growth, and valuation

February 20, 2022

Central banks, Monetary policy, Stock markets

Three unusually good years in markets. Why and will it continue?

January 23, 2022

Central banks, Eurozone, Inflation, Interest rates, Monetary policy

ECB’s dilemma: Choosing between the devil (raise rates) and the deep blue sea (don’t raise rates)

December 12, 2021

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