Money: Inside and Out | Exante Data | Substack

So far, shifts in money market fund behavior is behind the weakening deposit dynamic; not declining credit growth. But what happens during Quantitative Tightening (QT) remains an open question.

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US fiscal policy will come under scrutiny if rates settle permanently higher

May 12

The BOE has reached a cross-roads in the policy normalization path. But why?

May 7

At month-end, we will review market moves and macro themes driving them.

Amelia Bourdeau

May 2

Monetary policy update—April

Apr 24

Taylor's Rule and variants have largely been forgotten. But why?

Mar 23

What's behind the sharp fall in China equities and big capital outflows during March?

Martin Rasmussen

Mar 21

The normalization of ECB policy will not be delayed by the invasion of Ukraine

Mar 13

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