Schlagwort: finance
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What our network liked in December (selection)

„even if there is broad agreement that new Trump tariffs will likely be inflationary for the US, it is far from obvious that the optimal response of monetary policy to these tariffs should focus on fighting these inflationary effects via monetary contraction.“
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What our network liked in November (selection): Monetary policy and tariff shocks, the history of bank runs, and much more…

„even if there is broad agreement that new Trump tariffs will likely be inflationary for the US, it is far from obvious that the optimal response of monetary policy to these tariffs should focus on fighting these inflationary effects via monetary contraction.“
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US Economy: Robust Growth, Future Development Uncertain

Shortly after the US presidential elections, the US economy remains in good condition.
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What our network liked in October (selection): The OECD minimum tax, monetary policy and persistent supply shocks, geoeconomic fragmentation and foreign direct investment, and much more…

A few years ago, the member states of the Organisation for Economic Co-operation and Development (OECD) came to the conclusion that the existing taxation of large multinational companies was no longer appropriate.
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U.S. Economy: No hard landing, and almost no soft landing so far

Just before the US presidential elections, the US economy is in a remarkably good state.
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How are you, U.S. economy? Growth slows down but no recession in sight

Will the US economy achieve a soft landing?
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What our Network liked in August (selection): Revisiting the Phillips and Beveridge curves, geopolitical fragmentation, and much more…

Jay Powell got the most media attention at the Jackson Hole conference. But there were also many great papers presented.
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What our Network liked in July (selection): The Global Financial Cycle, Geopolitical Risks, World Tariffs, Trends in Interest Rates, and much more…

„In contrast to existing consensus, we find that real interest rates …exhibit a persistent downward trend since the Renaissance.“
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What our Network liked in June (selection): Productivity in Europe, AI in Finance, Services Trade, and much more…

The Past, Present and Future of European Productivity
