Author: Jesper
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Striking similarities (and differences) between inflation today and in the 1970s
Recession in 2023?
Interesting papers, Real estate prices, Recessions
Real consequences of rising mortgage rates and falling stock prices
Some good news: Expect higher returns
Financial markets, Interest rates, Monetary policy, Stock markets
Where is the liquidity?
Financial stability, Fiscal policy
Threats to financial stability
Central banks, Fiscal policy, Inflation, Monetary policy
Three economists’ (Cochrane’s, Reis’, and my own) explanations why inflation is so high
Why is inflation so high?
Central banks, Debt, Eurozone, Monetary policy