Money: Inside and Out | Exante Data | Substack

Buba inflation control in the early-1980s hinged on the Taylor Principle—and the ECB knows this

New Top Community

Standing firm in face of slowing activity was key to Volcker's success

Sep 15

Comparisons with the 1970s are appropriate - the shock may even be larger!

Sep 10

An energy shock is unlikely to elicit a dovish policy response; this cycle is very different from other cycles seen since the creation of the Euro.

Sep 4

Each month, we review macro market themes and moves

Amelia Bourdeau

Sep 3

Saudi Arabia is back in the business of dollar recycling (and buying US assets aggressively recently)

and

Shekhar Hari Kumar

Aug 25

Forecast failures persist despite recent high-profile projection "introspection"

Aug 19

Liquidity, the manufacturing cycle, and geopolitics are key drivers of equity performance

S. Joseph Karam

Aug 15

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