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Global Economy

European recovery is bad news for the world's bond prices

That sucking sound is the retreat of the ECB, says Oxford Economics.

By: Guest post

One in ten dollars of US housing were anonymous

  1. In corporate America, brands develop you
  2. Should AT&T worry more about its debt?
  3. Who cares if Elon is incinerating capital?
  4. Let’s not try make 'crypto chicks' a thing
  5. Zion Oil: Living on a prayer
  6. Tokens all the way down
  7. Eight-dimensional chess with Elon Musk
  8. A lopsided trade is a good trade, Italian inflation edition
  9. How to buy Italian fire insurance
  10. Atlas bugged
  11. Inflating inflation
  12. Crypto's most devout believers are suffering a crisis of faith
  13. Plus500: past performance is no guide to the future
  14. Noble rot in a shrinking Harbour
  15. In defence of ticket touts
  16. Please don't tell individual investors to buy leveraged loans
  17. RIB Software: the unicorn rainy-day fund
  18. Retail is not dead
  19. Did Soros really give Tesla a “vote of confidence”?
  20. At a crypto conference in New York, it feels like 2017 all over again
One in ten dollars of US housing were anonymous

Until the government shocked Miami, researchers find.

By: Dan McCrum

NAFTA la vista, baby

NAFTA la vista, baby

Mexican politics start to matter as trade negotiations drag on.

By: Jamie Powell

Your post-Brexit relocation love-life costings, ranked

Your post-Brexit relocation love-life costings, ranked

Frankfurt is the cheap date choice.

By: Dan McCrum

The politics of Dorian Gray

The politics of Dorian Gray

Wisdom's a gift, but you'd trade it for youth.

By: Jamie Powell

Investment themes for a post-transatlantic world

Investment themes for a post-transatlantic world

Blue-ocean thinking over at INTL-FCStone.

By: Jemima Kelly

Japan inflation, from cheerleading to fearleading

Japan inflation, from cheerleading to fearleading

In a world of good economic news, it can be hard work to project gloom.

By: Dan McCrum

The hypothetical reunification of Korea

The hypothetical reunification of Korea

Peace comes with a price tag

By: Jamie Powell

Encore Geoffrey West on why some things stop growing and other things don’t

Alphachat

How systems grow is fascinating, but how they can die and the limits of innovation should also be sobering.

By: Izabella Kaminska

Tariffs increase savings in a world already drowsy with too much savings

Tariffs increase savings in a world already drowsy with too much savings

Protectionism will weaken global growth without reducing trade deficits, says Michael Pettis.

By: Guest post

Japan's economic miracle

  1. In corporate America, brands develop you
  2. One in ten dollars of US housing were anonymous
  3. Should AT&T worry more about its debt?
  4. Who cares if Elon is incinerating capital?
  5. Let’s not try make 'crypto chicks' a thing
  6. Zion Oil: Living on a prayer
  7. Tokens all the way down
  8. Eight-dimensional chess with Elon Musk
  9. A lopsided trade is a good trade, Italian inflation edition
  10. How to buy Italian fire insurance
  11. Atlas bugged
  12. Inflating inflation
  13. Crypto's most devout believers are suffering a crisis of faith
  14. Plus500: past performance is no guide to the future
  15. Noble rot in a shrinking Harbour
  16. In defence of ticket touts
  17. Please don't tell individual investors to buy leveraged loans
  18. RIB Software: the unicorn rainy-day fund
  19. Retail is not dead
  20. Did Soros really give Tesla a “vote of confidence”?
Japan's economic miracle

And the award for best long-term growth in living standards goes to...

By: Dan McCrum

Benn Steil explains the Marshall Plan

  1. Jim Millstein discusses the financialisation of America
  2. Alphachat is on hiatus this week
  3. Marcel Fratzscher on the dark side of the German economy — now with transcript!!
  4. Marcel Fratzscher explores the dark side of the German economy
  5. Emi Nakamura on calculating inflation
  6. Stephanie Kelton explains how the government budget affects the economy and the mechanics of student debt forgiveness
  7. Jonathan Knee explains 25 years of Wall Street’s evolution
  8. Marcus Noland explains the North Korean economy
  9. Brad Setser explains how corporate tax policy affects the balance of payments
  10. Michele Wucker explains “Gray Rhinos”
  11. Listen - The "gray rhino" theory
  12. James Heckman tells us why IQ is overrated
  13. Mihir Desai explains the wisdom of finance — Now with transcript!
  14. Mihir Desai explains the Wisdom of Finance
  15. Can we avoid another financial crisis?
  16. Hirschmania, the final chapter
  17. The life and speeches of Sadie Alexander
  18. Kim Rueben on the fiscal impact of immigration
  19. A sit down with Adair Turner
  20. Stephen Kotkin explains how Stalin defined the Soviet system

In this week’s episode, Matt talks with the author of a new history of the politics and economics of America’s early involvement in Europe after the end of WWII.

By: Matthew C Klein

What’s up with Portugal?

Portugal-real-domestic-demand-vs-trends-featured

The crisis-ridden country has done surprisingly well the past few years, at least by some measures.

By: Matthew C Klein

No, America would not benefit from authoritarian central planning

  1. In corporate America, brands develop you
  2. One in ten dollars of US housing were anonymous
  3. Should AT&T worry more about its debt?
  4. Who cares if Elon is incinerating capital?
  5. Let’s not try make 'crypto chicks' a thing
  6. Zion Oil: Living on a prayer
  7. Tokens all the way down
  8. Eight-dimensional chess with Elon Musk
  9. A lopsided trade is a good trade, Italian inflation edition
  10. How to buy Italian fire insurance
  11. Atlas bugged
  12. Inflating inflation
  13. Crypto's most devout believers are suffering a crisis of faith
  14. Plus500: past performance is no guide to the future
  15. Noble rot in a shrinking Harbour
  16. In defence of ticket touts
  17. Please don't tell individual investors to buy leveraged loans
  18. RIB Software: the unicorn rainy-day fund
  19. Retail is not dead
  20. Did Soros really give Tesla a “vote of confidence”?
No, America would not benefit from authoritarian central planning

“China's mixed system” is not a model for the United States.

By: Matthew C Klein

Marcel Fratzscher on the dark side of the German economy — now with transcript!!

  1. Jim Millstein discusses the financialisation of America
  2. Alphachat is on hiatus this week
  3. Benn Steil explains the Marshall Plan
  4. Marcel Fratzscher explores the dark side of the German economy
  5. Emi Nakamura on calculating inflation
  6. Stephanie Kelton explains how the government budget affects the economy and the mechanics of student debt forgiveness
  7. Jonathan Knee explains 25 years of Wall Street’s evolution
  8. Marcus Noland explains the North Korean economy
  9. Brad Setser explains how corporate tax policy affects the balance of payments
  10. Michele Wucker explains “Gray Rhinos”
  11. Listen - The "gray rhino" theory
  12. James Heckman tells us why IQ is overrated
  13. Mihir Desai explains the wisdom of finance — Now with transcript!
  14. Mihir Desai explains the Wisdom of Finance
  15. Can we avoid another financial crisis?
  16. Hirschmania, the final chapter
  17. The life and speeches of Sadie Alexander
  18. Kim Rueben on the fiscal impact of immigration
  19. A sit down with Adair Turner
  20. Stephen Kotkin explains how Stalin defined the Soviet system

Inequality, poverty, infrastructure investment, and more.

By: Matthew C Klein

Understanding the differences between German and Italian investment spending

Minenna-EA4-gfcf-featured

The following guest post on trends in public investment spending is from Marcello Minenna, the head of Quantitative Analysis and Financial Innovation at Consob, the Italian securities regulator. The views expressed here are his personal opinions and do not necessarily reflect the views of Consob.

By: Guest writer

Marcel Fratzscher explores the dark side of the German economy

  1. Jim Millstein discusses the financialisation of America
  2. Alphachat is on hiatus this week
  3. Benn Steil explains the Marshall Plan
  4. Marcel Fratzscher on the dark side of the German economy — now with transcript!!
  5. Emi Nakamura on calculating inflation
  6. Stephanie Kelton explains how the government budget affects the economy and the mechanics of student debt forgiveness
  7. Jonathan Knee explains 25 years of Wall Street’s evolution
  8. Marcus Noland explains the North Korean economy
  9. Brad Setser explains how corporate tax policy affects the balance of payments
  10. Michele Wucker explains “Gray Rhinos”
  11. Listen - The "gray rhino" theory
  12. James Heckman tells us why IQ is overrated
  13. Mihir Desai explains the wisdom of finance — Now with transcript!
  14. Mihir Desai explains the Wisdom of Finance
  15. Can we avoid another financial crisis?
  16. Hirschmania, the final chapter
  17. The life and speeches of Sadie Alexander
  18. Kim Rueben on the fiscal impact of immigration
  19. A sit down with Adair Turner
  20. Stephen Kotkin explains how Stalin defined the Soviet system

There’s more the story than low unemployment and a strong welfare state.

By: Matthew C Klein

How did Cypriots respond to the 2013 banking crisis?

Cyprus-banking

They tried to avoid getting burned again.

By: Matthew C Klein

A penny for Macpherson’s thoughts on the nominal anchor

  1. In corporate America, brands develop you
  2. One in ten dollars of US housing were anonymous
  3. Should AT&T worry more about its debt?
  4. Who cares if Elon is incinerating capital?
  5. Let’s not try make 'crypto chicks' a thing
  6. Zion Oil: Living on a prayer
  7. Tokens all the way down
  8. Eight-dimensional chess with Elon Musk
  9. A lopsided trade is a good trade, Italian inflation edition
  10. How to buy Italian fire insurance
  11. Atlas bugged
  12. Inflating inflation
  13. Crypto's most devout believers are suffering a crisis of faith
  14. Plus500: past performance is no guide to the future
  15. Noble rot in a shrinking Harbour
  16. In defence of ticket touts
  17. Please don't tell individual investors to buy leveraged loans
  18. RIB Software: the unicorn rainy-day fund
  19. Retail is not dead
  20. Did Soros really give Tesla a “vote of confidence”?
Penny

In this guest post, a former Bank of England economist explains why a former HMT official is wrong on the internet about the penny.

By: Guest writer

The world’s savers are doing something wrong

BIS-nfa-flowchart-featured

Live a little!

By: Matthew C Klein

The money flower

The money flower

The banks' bank looks at Central Bank Digital Currencies.

By: Dan McCrum

Cryptocurrencies and sanctions

In this guest post, Anahita Thoms explains how trading in cryptocurrencies creates the risk of violating sanctions laws.

By: Guest writer

Stephanie Kelton explains how the government budget affects the economy and the mechanics of student debt forgiveness

  1. Jim Millstein discusses the financialisation of America
  2. Alphachat is on hiatus this week
  3. Benn Steil explains the Marshall Plan
  4. Marcel Fratzscher on the dark side of the German economy — now with transcript!!
  5. Marcel Fratzscher explores the dark side of the German economy
  6. Emi Nakamura on calculating inflation
  7. Jonathan Knee explains 25 years of Wall Street’s evolution
  8. Marcus Noland explains the North Korean economy
  9. Brad Setser explains how corporate tax policy affects the balance of payments
  10. Michele Wucker explains “Gray Rhinos”
  11. Listen - The "gray rhino" theory
  12. James Heckman tells us why IQ is overrated
  13. Mihir Desai explains the wisdom of finance — Now with transcript!
  14. Mihir Desai explains the Wisdom of Finance
  15. Can we avoid another financial crisis?
  16. Hirschmania, the final chapter
  17. The life and speeches of Sadie Alexander
  18. Kim Rueben on the fiscal impact of immigration
  19. A sit down with Adair Turner
  20. Stephen Kotkin explains how Stalin defined the Soviet system

In this episode, Matt Klein talks with Stephanie Kelton, a professor at SUNY-Stony Brook who was previously the chief economic adviser to Senator Bernie Sanders.

By: Matthew C Klein

No Bloomberg, the world's richest people did not lose $114bn...

  1. In corporate America, brands develop you
  2. One in ten dollars of US housing were anonymous
  3. Should AT&T worry more about its debt?
  4. Who cares if Elon is incinerating capital?
  5. Let’s not try make 'crypto chicks' a thing
  6. Zion Oil: Living on a prayer
  7. Tokens all the way down
  8. Eight-dimensional chess with Elon Musk
  9. A lopsided trade is a good trade, Italian inflation edition
  10. How to buy Italian fire insurance
  11. Atlas bugged
  12. Inflating inflation
  13. Crypto's most devout believers are suffering a crisis of faith
  14. Plus500: past performance is no guide to the future
  15. Noble rot in a shrinking Harbour
  16. In defence of ticket touts
  17. Please don't tell individual investors to buy leveraged loans
  18. RIB Software: the unicorn rainy-day fund
  19. Retail is not dead
  20. Did Soros really give Tesla a “vote of confidence”?
No Bloomberg, the world's richest people did not lose $114bn...

Context-free wealth impairment as a lens on the world.

By: Dan McCrum

The virtues and pitfalls of putting capital gains into the national accounts

Greenspan

Capital gains explain much, but there are also good reasons to leave them out when thinking about certain kinds of economic questions.

By: Matthew C Klein

China’s household debt problem

China-hh-debt-featured

China’s household sector is unusually small but its debts are not.

By: Matthew C Klein

The Petro and the Assignat

In this guest post, Tony Yates compares Venezuela’s initial coin offering to the creation of assignats during the early stages of the French Revolution.

By: Guest writer

Europeans should stop whining about their appreciating currency

Europeans should stop whining about their appreciating currency

The currency bloc has been relying on the largesse of foreigners to compensate for stinginess at home.

By: Matthew C Klein

Marcus Noland explains the North Korean economy

  1. Jim Millstein discusses the financialisation of America
  2. Alphachat is on hiatus this week
  3. Benn Steil explains the Marshall Plan
  4. Marcel Fratzscher on the dark side of the German economy — now with transcript!!
  5. Marcel Fratzscher explores the dark side of the German economy
  6. Emi Nakamura on calculating inflation
  7. Stephanie Kelton explains how the government budget affects the economy and the mechanics of student debt forgiveness
  8. Jonathan Knee explains 25 years of Wall Street’s evolution
  9. Brad Setser explains how corporate tax policy affects the balance of payments
  10. Michele Wucker explains “Gray Rhinos”
  11. Listen - The "gray rhino" theory
  12. James Heckman tells us why IQ is overrated
  13. Mihir Desai explains the wisdom of finance — Now with transcript!
  14. Mihir Desai explains the Wisdom of Finance
  15. Can we avoid another financial crisis?
  16. Hirschmania, the final chapter
  17. The life and speeches of Sadie Alexander
  18. Kim Rueben on the fiscal impact of immigration
  19. A sit down with Adair Turner
  20. Stephen Kotkin explains how Stalin defined the Soviet system

North Korea began as a Stalinist society oriented around heavy industry and manufacturing. In this week’s episode, Marcus Noland of the Peterson Institute for International Economics talks with Matt Klein about how the country’s economy has changed over time.

By: Matthew C Klein

A former Fed insider explains the internal debate over QE3

Fed

In this guest post, Bill Nelson, formerly a deputy director of the Federal Reserve Board’s Division of Monetary Affairs and the current chief economist of The Clearing House, explains how the open-ended asset purchase programme caused Fed officials to rethink their approach to managing the balance sheet.

By: Guest writer

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