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Recent Posts
- Could Be a Hotter Election Than Many Expect. Making the Comfortable Uncomfortable…
- Made In China – Goods Deflation. Also a Low Neutral Interest Rate?
- Will Europe Step Up in Ukraine if the US Steps Back? It Might Do The Right Thing (For Once) and Emerge Transformed (for the Better).
- Early Rate Cuts? Fed’s Powell is a Republican, But is He Pro Trump? My Guess is No…
- Boom Times Ahead? Not Sure I Believe It. But That’s a Simple(st) Economic Explanation for Current Yield Numbers.
Recent Comments
- Robert J Berger on What I Got Wrong On the Debt Ceiling. Pro Wrestling Rot is Deeper than I Thought. Both Encouraging and Worrying.
- Anders Comstedt on We’re Just Getting Poorer. Less “Inflation” Than “Stuff Getting More Expensive.”
- Doc Searls Weblog · The frog of war on Imminent Russian Army Collapse? Actually a Plausible Scenario. “Moscow is Silent.”
- Steve Kamman on Why the Fed “Has” to Cut Rates.
- Dominique Watkins on Why the Fed “Has” to Cut Rates.
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Monthly Archives: March 2024
Could Be a Hotter Election Than Many Expect. Making the Comfortable Uncomfortable…
Biden may run a more scrappy campaign than people expect. Reflecting on the State of the Union and also this Biden ad (note the portrayals of Trump and make sure you watch beyond “I approved this message”). Biden is (as … Continue reading
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Made In China – Goods Deflation. Also a Low Neutral Interest Rate?
Adam Tooze piece here inspired me to do a little blogging. See chart below. All that Chinese industrial lending = goods deflation. China is (still) trying to export its way to prosperity. This will be a persistent deflationary force until … Continue reading
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