Archives
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Central banks, Monetary policy, Stock markets
Three unusually good years in markets. Why and will it continue?
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)
Interesting papers, Stock markets
Best in test: And the best stock return predictor is…….. end-of-the-year consumption growth
Financial stability, Interesting papers, Monetary policy, Real estate prices, Stock markets
Frothy stock and housing markets: How worried should we be?
Inflation, Monetary policy, Oil
Is 1970s-like inflation coming back?
It’s official: This was the shortest recession on record
Exchange rates, Inflation, Real estate prices, Stock markets
Summer reading: Probabilities of tail-events
Financial markets, Stock markets
From Main St. to Wall St.: Expected returns
Credit markets, Financial markets, Interest rates, Monetary policy, Stock markets