Relevant: The Only Social Network Built On Trust

@Jonathan_Brown • 2 Years Ago

Jonathan

...

"With recent data showing that both inflation and inflation expectations have eased, it would be irresponsible for the US Federal Reserve to create much higher unemployment. Amid so much uncertainty, it should instead pause interest-rate _...Read More_

0

U.S. recession fears darken outlook for global growth

0

37.6

reuters.com ↗︎

U.S. recession fears darken outlook for global growth

#economy

#ef:markets-macromatters

0

37.6

reuters.com ↗︎

@olivertwist • 2 Years Ago

#economy

#ef:markets-macromatters

Oliver

...

"Manufacturing growth is slowing worldwide as China's COVID-19 curbs and Russia's invasion of Ukraine disrupt supply chains and keep inflation at the highest in years, while the growing risk of a U.S. recession poses a new threat to the _...Read More_

0

@olivertwist • 2 Years Ago

Oliver

...

"Manufacturing growth is slowing worldwide as China's COVID-19 curbs and Russia's invasion of Ukraine disrupt supply chains and keep inflation at the highest in years, while the growing risk of a U.S. recession poses a new threat to the _...Read More_

0

The Gathering Stagflationary Storm | by Nouriel Roubini - Project Syndicate

0

123

project-syndicate.org ↗︎

0

123

The Gathering Stagflationary Storm | by Nouriel Roubini - Project Syndicate

project-syndicate.org ↗︎

@sameerkhan • 2 Years Ago

...

"Nouriel Roubini sees a preponderance of forces pushing most economies toward higher persistent inflation and slower growth."

0

@sameerkhan • 2 Years Ago

sameerkhan

...

"Nouriel Roubini sees a preponderance of forces pushing most economies toward higher persistent inflation and slower growth."

0

intrinsicresearch.substack.com ↗︎

0

6.3

Intrinsic Macro 4/1/22

0

6.3

Intrinsic Macro 4/1/22

intrinsicresearch.substack.com ↗︎

@nfcarlo • 2 Years Ago

...

Weston Nakamura has recently been making the case that Bank of Japan is essentially backstopping the global financial system with its policy of yield curve control, which is indirect US yield curve control. I lay out his case _...Read More_

0

nfcarlo

@nfcarlo • 2 Years Ago

...

Weston Nakamura has recently been making the case that Bank of Japan is essentially backstopping the global financial system with its policy of yield curve control, which is indirect US yield curve control. I lay out his case _...Read More_

0

0

16.6

nfcarlo

0 @nfcarlo • 2 Years Ago

#macro

#geopolitics

#digitalassets

...

Check out Intrinsic Macro- geopolitics & macro with a digital asset lens. Resource for reliable, well-sourced information. [https://intrinsicresearch.substack.com/p/intrinsic-macro-32522?s=w](https://intrinsicresearch.substack.com/p/intrinsic-macro-32522?s=w)

0

16.6

nfcarlo

0 @nfcarlo • 2 Years Ago

#macro

#geopolitics

#digitalassets

...

Check out Intrinsic Macro- geopolitics & macro with a digital asset lens. Resource for reliable, well-sourced information. [https://intrinsicresearch.substack.com/p/intrinsic-macro-32522?s=w](https://intrinsicresearch.substack.com/p/intrinsic-macro-32522?s=w)

Cocktail of private debt and inequality makes US more vulnerable to stagflation - OMFIF

0

16.2K

omfif.org ↗︎

• Julian Jacobs

#economy#debt#inequality#stagflation#us

#macro-eco

0

16.2K

Cocktail of private debt and inequality makes US more vulnerable to stagflation - OMFIF

omfif.org ↗︎

• Julian Jacobs

#economy#debt#inequality#stagflation#us

#macro-eco

Kenna

@KukiBlake • 2 Years Ago

...

"There is little question that the Ukraine crisis is a portentous event for the global economy. The combination of rising prices and stifled growth is presenting central banks and governments with a dilemma about the possible emergence of _...Read More_

0

Kenna

@KukiBlake • 2 Years Ago

...

"There is little question that the Ukraine crisis is a portentous event for the global economy. The combination of rising prices and stifled growth is presenting central banks and governments with a dilemma about the possible emergence of _...Read More_

0

Does the spike in oil prices presage an economic downturn?

0

61.4

Does the spike in oil prices presage an economic downturn?

• Vivekanand Jayakumar, Opinion Contributor, Vivekanand Jayakumar, Opinion Contributor

0

61.4

• Vivekanand Jayakumar, Opinion Contributor, Vivekanand Jayakumar, Opinion Contributor

@mani156 • 2 Years Ago

...

"If the geopolitical disturbances create lasting and wrenching changes in the global economy, then hopes for a rapid return to normalcy may soon fade."

0

mani156

@mani156 • 2 Years Ago

...

"If the geopolitical disturbances create lasting and wrenching changes in the global economy, then hopes for a rapid return to normalcy may soon fade."

0

Why China is the better bet, even as US Fed raises interest rates

0

78.5

• Neal Kimberley

#chinese government bond

#macroscope

0

78.5

Why China is the better bet, even as US Fed raises interest rates

• Neal Kimberley

#chinese government bond

#macroscope

suojakoli

@suojakoli • 2 Years Ago

...

"Given the high US inflation rate, whatever the Fed does in the coming months, the reality is that investors in US Treasuries will be earning a negative real return. With China, however, investors can be sure that fiscal and monetary policy _...Read More_

0

suojakoli

@suojakoli • 2 Years Ago

...

"Given the high US inflation rate, whatever the Fed does in the coming months, the reality is that investors in US Treasuries will be earning a negative real return. With China, however, investors can be sure that fiscal and monetary policy _...Read More_

0

Why the Fed overstimulated the economy

0

84.2

Why the Fed overstimulated the economy

• Scott Sumner, Opinion Contributor, Scott Sumner, Opinion Contributor

0

84.2

@sapnajieconomy • 2 Years Ago

• Scott Sumner, Opinion Contributor, Scott Sumner, Opinion Contributor

...

>"The longer the Fed waits, the more painful it will be to bring inflation back down to target."

0

@sapnajieconomy • 2 Years Ago

sapnajieconomy

...

>"The longer the Fed waits, the more painful it will be to bring inflation back down to target."

0

Japan needs 'more credible' budget balancing target - Moody's

0

175

#ef:business-macromatters

0

175

Japan needs 'more credible' budget balancing target - Moody's

#ef:business-macromatters

golgolgg

@golgolgg • 2 Years Ago

...

"Japan needs a "more credible" target date than fiscal 2025 for achieving a balanced primary budget, an official at rating agency Moody's Investors Service said on Wednesday."

0

golgolgg

@golgolgg • 2 Years Ago

...

"Japan needs a "more credible" target date than fiscal 2025 for achieving a balanced primary budget, an official at rating agency Moody's Investors Service said on Wednesday."

0

A new role for central banks post COVID-19?

0

14.7K

• Olivier Fines, Opinion Contributor, Olivier Fines, Opinion Contributor

A new role for central banks post COVID-19?

#policy

#us

#macroeconomic policy

#finance

#monetary economics

0

14.7K

• Olivier Fines, Opinion Contributor, Olivier Fines, Opinion Contributor

#policy

#us

#macroeconomic policy

#finance

#monetary economics

waseemics

@waseemics • 2 Years Ago

...

>"The full impact of the COVID-19 pandemic on the traditional balance of powers between fiscal policy and monetary policy has yet to be seen."

0

waseemics

@waseemics • 2 Years Ago

...

>"The full impact of the COVID-19 pandemic on the traditional balance of powers between fiscal policy and monetary policy has yet to be seen."

0

Where is inflation going? ‘Kaizen’ has the answer

0

273

english.elpais.com ↗︎

• Ángel Ubide

2 Comments

#macroeconomy#price#inflation#covid19

0

273

Where is inflation going? ‘Kaizen’ has the answer

english.elpais.com ↗︎

• Ángel Ubide

2 Comments

#macroeconomy#price#inflation#covid19

Noa

@Noa_Cohen • 2 Years Ago

...

"Consumer price indices have increased considerably almost everywhere in the world, reaching year-on-year rates of change in many cases not seen since the 1970s. The debate about whether these increases are transitory or permanent has _...Read More_

0

Noa

@Noa_Cohen • 2 Years Ago

...

"Consumer price indices have increased considerably almost everywhere in the world, reaching year-on-year rates of change in many cases not seen since the 1970s. The debate about whether these increases are transitory or permanent has _...Read More_

0

Did macroeconomics fail us on inflation?

0

303

noahpinion.substack.com ↗︎

• Noah Smith

0

303

Did macroeconomics fail us on inflation?

noahpinion.substack.com ↗︎

• Noah Smith

@H_Frenetic • 2 Years Ago

...

"Simple macroeconomic theory can actually explain this inflation pretty well. But there's still a lot more we need to learn about inflation."

0

@H_Frenetic • 2 Years Ago

Kezia

...

"Simple macroeconomic theory can actually explain this inflation pretty well. But there's still a lot more we need to learn about inflation."

0

themacrocompass.substack.com ↗︎

0

68.8

The Macro EndGame

• Alfonso Peccatiello (Alf)

0

68.8

The Macro EndGame

themacrocompass.substack.com ↗︎

• Alfonso Peccatiello (Alf)

@Semion • 2 Years Ago

...

"Want to read a strong case AGAINST the regimeshift-crowd? Great piece on the wealth illusion effect from my buddy This is why it is so tricky to imagine a regime-shift without a big bang macro end-game."

0

Sl john

@Semion • 2 Years Ago

...

"Want to read a strong case AGAINST the regimeshift-crowd? Great piece on the wealth illusion effect from my buddy This is why it is so tricky to imagine a regime-shift without a big bang macro end-game."

0