Serious investment thinking that doesn’t take itself too seriously.
Leading economists share their thoughts on money, rates and prices
He's a great economist, but he also changed how we talk about the subject. Don’t worry, Paul Krugman is still alive. But he’s retiring as a New York Times columnist, after almost 25 years. He will be greatly missed. (He’s moving to Substack, though, so hopefully he’ll do a lot more...
Indulge me for a moment through a conjured journey of currency fancy. Let me set the scene for when rather than if an enlarged EU/EZ, investors are surprised by the birth of a...
Broad money growth has touched record lows in China and remains weak in Japan. By contrast, India continues to have strong money expansion, money growth, driven by surging...
The most recent UK inflation figures, released towards the end of May 2024, saw a drop in the official rate of price rises to 2.3%, not that far off the Bank of England’s...
Two issues linked to the public finances have come to the fore in the wake of the Blood Scandal inquiry. These economic issues are clearly secondary to the wider safety and...
Nobel Prize–winning economist Esther Duflo thinks rich countries should pay poor countries $500 billion in compensation each year for climate-change damages. It is our “moral...
A significant fall in UK inflation is in prospect. In the two months to May 2023 the consumer price index rose by 1.9%. It is very improbable that the CPI will increase by as...
We should all have a vested interest in how successful the Bank of England is in carrying out its objectives. Sadly, the Bank’s track record in recent years has left much to be...
In December 2020, half a year into the pandemic, the Swiss National Bank (SNB) received a call from the US Treasury Department. For years, the US had accused Switzerland of...
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