I maintain a blog - Rangvid's Blog. Here are recent posts:
Have interest rates risen fundamentally? November 2023
When will there be no more excess savings left? October 2023.
Why no recession (yet)? October 2023.
7 or 493 stocks: What matters for the S&P 500? August 2023.
The Fed is bankrupt, but it is unrealised. May 2023.
150 years of inflation. April 2023.
Bank-turmoil considerations. March 2023.
What was the cost of the pandemic? March 2023.
Oil prices and inflation expectations. February 2023.
Did energy prices cause this inflation surge? February 2023.
Striking similarities (and differences) between inflation today and in the 1970s. January 2023. Financial Times had a great follow-up article.
Recession in 2023? December 2022.
Some good news: Expect higher returns. November 2022.
Where is the liquidity? October 2022.
Threats to financial stability. October 2022.
Why is inflation so high? August 2022.
Euro area dichotomy. July 2022.
Expected inflation in the euro area. June 2022.
Lessons from the 1970: Germany vs. U.S. April 2022.
Yield spreads and recessions. April 2022.
ECB's additional dilemma. March 2022.
Yield, growth, and valuation. February 2022.
ECB’s dilemma: Choosing between the devil (raise rates) and the deep blue sea (don’t raise rates). December 2021. Covered by Reuters.
Is 1970s-like inflation coming back? August 2021
From Main St. to Wall St.: The long run. April 2021
From Main Street to Wall Street. March 2021
Yields and inflation expectations. March 2021
The global cost of the crisis. February 2021
The cost of the second wave. January 2021
2020. December 2020
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