#Inflationary

Jay C. Shambaugh

JayCShambaugh

A lot of talk of risk on overheating if we do 1.9T relief bill (e.g. @LHSummers @ojblanchard1 ). Of course there’s a risk of anything. Question is balance of risks

Eric Basmajian

EPBResearch

US Dollar TrendsThe Fed Trade Weighted Dollar Index fell another 1% over the past month. The decline was led by the dollar falling against advanced economies as the dollar was

Durable Investments

retaox

From 1960 to 1980 --> Inflation increased from 2% to 13%.From 1980 to 2000 --> Inflation dropped from 13% back to 2%.Inflation cycles are much longer and it creeps in

Veena Dubal

veenadubal

A thread on race, history, wages, and UberLyft’s Prop 22: After the Nat’l Industrial Recovery Act was passed in 1933, min wage rates & maximum hours had to be established

Dave Feldman

DaveKeto

1/ Off Topic: What are governments ultimately going to do about cryptocurrencies?The recent Twitter hack popped onto my radar for a different reason than most -- which is that it

808

prpl8

1/ This was great listen. I thought Cole was more articulate in this than in some other recent podcasts. Williams & Fleck are good tag team.I wanted to comment on

Moon Capital 🔑

Moon__Capital

1/ If you have a net worth over $1 Million and own 0 Bitcoin, you need to read this. 2/ Bitcoin is the next and final evolution of money. It

Aurélien Goutsmedt

AGoutsmedt

1/ In October 1978 was enacted the Humphrey-Hawkins bill that constitutes an important piece of legislation for the dual mandate of the FED. Follows a summary of my working paper

Brad Dunkley

BradDunkley

1. Some thoughts on inflation:I think there’s a really good shot of inflation > Fed target in 2H and beyondsavings are high and consumers are going to spend that money

Hipster Finance 💵🔨

finance_hipster

If the water level is rising, do you want to be standing in it or sitting safety in a boat?The water is inflation. The boat is the stock market, and

Ben McEvoy

Ben_McEvoyAUS

Here’s why:Ownership50 yr housing tenure data shows owners without a mortgage down (29% from 42%) whilst private LL renters up (27% from 18% & those with mortgages up (37% from

Ben 👨‍💻

BenHakes

A couple of months ago I was tipped off to this book "Monetary Regimes and Inflation" by Peter Bernholz. h/t @TuurDemeester This will be a quick summary of my notes.1/n

Dom White

DomWh1te

There’s been lots of handwaving about the surge in money supply data recently. Here's a short thread on what I think it means. First thing: there’s no doubting how unusual

Andrew Miller

millerak42

Just how crazy are current interest rates? A quick thread: 1/ A quick look at the US Treasury website gives us the following picture of the current yield curve 2/

Elina Ribakova

elinaribakova

1/EM Core Inflation Subdued During COVID• #EmergingMarkets core inflation slowed in Q2 compared to early 2020• This, together with higher credibility, allowed many central banks to ease policy• While inflation

Paul Krugman

paulkrugman

Why has Trump apparently blown up the economic relief deal? I don't care, and neither should anyone else. In 24 days we can stop worrying about this terrible person's motives,

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