
Category: Debt
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Central banks, Corona crisis, Debt, Fiscal policy, Global economy, Inflation, Interest rates, Monetary policy, Money supply, Real estate prices, Real interest rates, Yield spread
How Low Interest Rates Change the World

Debt, Fiscal policy, Inflation, Interest rates, Monetary policy, Stock markets, Uncategorized
Five lessons from 2024

The US borrowing surge: Outpacing Europe for the foreseeable future

Euro bashing abounds, but remember that US growth is debt-fuelled

Debt, Fiscal policy, Interest rates
US debt and yields: What Harris and Trump aren’t telling you about their policies

Debt, Eurozone, Fiscal policy, Interest rates
C’est la vie: Bond vigilantes are back

The future of r*

Central banks, Debt, Eurozone, Monetary policy
A historical ECB meeting. Pros and cons of the TPI

Central banks, Debt, Eurozone, Inflation, Monetary policy