Money: Inside and Out

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October CPI was an important milestone, but we aren't yet out the woods
Chris Marsh
1
The future "output gap" drives inflation in modern macro. This is a problem.
Chris Marsh
4
The inflation fan chart helps hide 'mortgage dominance' over the Bank of England
Chris Marsh
11
2
A change of language does not represent a change of strategy.
Chris Marsh
8
OPEC+ is the Big Winner
Alex Etra
8
Risk management (as opposed to just risk-taking) is what is being rewarded in 2022
Jens Nordvig
16
2
The Bank of England's fiscal indemnity is about to be triggered—big time!
Chris Marsh
6
4
Nobody knows. But for the Eurozone it brings unique balance of payments challenges.
Chris Marsh
8
Buba inflation control in the early-1980s hinged on the Taylor Principle—and the ECB knows this
Chris Marsh
10
Standing firm in face of slowing activity was key to Volcker's success
Chris Marsh
12
Comparisons with the 1970s are appropriate - the shock may even be larger!
Chris Marsh
2
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.
Chris Marsh
5
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