#INFLATION

Jason Furman

jasonfurman

This isn’t a debate that can be settled by theory.The theory (as well as evidence and financial market data) are clear: larger fiscal measure = more inflation.https://twitter.com/austan_goolsbee/status/1358405078852501505 The questions ar

Wendy Edelberg

WendyEdelberg

.@lsheiner and I estimate that under $1.9 T package, the + output gap relative to CBO’s potential peaks at 2.6%. As we write, many of the economic effects of the

Louis Harreau

LouisHarreau

Beyond the discussions about the recalibration (spoiler: “broad agreement” or something like that), here are four structural points that are more important for the future of monetary policy:https://twitter.com/ecb/status/134969737760360

StealBasis

stealthebasis

INFLATION DOES NOT HAPPEN IN A BUBBLE. Please, please stop comparing the current landscape for pricing to the 1970s. What changed? One word: CHINA. China has forced every economy to

Ari Paul ⛓️

AriDavidPaul

What billionaires are talking about: by most measures, inflation in the US (reported as CPI) has run at about 2% over the past 3 years. That average hides a huge

Brad Johnson

bradleyjohnson2

Inflation is here - it's just not evenly distributed. This is my favorite framework for thinking about inflation risk. It simplifies an impossible debate. Discussion below: The Fed says there

cyrus.ismoney.eth

cyounessi1

The biggest scam in modern finance is the "risk-free" rate. Trillions of dollars of capital have been misallocated on the premise that there is no credit risk to owning a

Soumaya Keynes

SoumayaKeynes

Recently, my inbox has been FULL of stories of supply chain snarl-ups... - expensive containers- delays at ports- chip shortagesSurveys of purchasing managers are also showing rising input costs... Could

Logan Mohtashami

LoganMohtashami

People, let's run an economy super hot during this crisis and see if we like it. Before you say the word Inflation, Inflation, Inflation ..... Let us take a

Dave⛈️

McCafferyDavid

@RaoulGMI Reading the Deep Dive from 27 December, you've repeatedly mentioned that the inflation in the 70's was caused by the baby boomers entering the workforce. I skipped by it

Roberto Perli

R_Perli

(1/4) I hear stories like the oe below all the time. They are WRONG. Sometimes we need to go beyond the first simple reading of charts to understand what's going

Vitor Constâncio

VMRConstancio

Economics is indeed struggling with inflation theory. Monetary aggregates and monetarism have been correctly abandoned. Domestic slack explanations (the Phillips curve) have been under attack but are still a bit

Vaibhav Kabdwal V.K

VaibhavKabdwal

(1/n) A thread on why #Gold is a must to have in your portfolio esp. in #India.Apart from the stark difference between India's and China's real yield, this graph is

StealBasis

stealthebasis

Ultimately, the $USD, the bond market, and the equity market, are all pricing in inflation. For inflation to happen, you think there will be decreasing supply and increasing demand. Guess

Vitor Constâncio

VMRConstancio

As a package of measures had been promised, markets were able to anticipate the ECB´s decisions ± correctly. The longer horizon for the TLTROs was perhaps a bit of a

Frederik Ducrozet

fwred

It would have been great to start yesterday's statement by Philip Lane's introductory remark in today's blog: "there is no room for complacency".https://twitter.com/ecb/status/1304299208426557441 It would have been gre

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