corpus.blog
41554 blogs · [ { "id": "01a087a0-26f7-70b2-ab21-39b6c918514a", "title": "Last chance: A proposal for fiscal and nominal stability in the US", "url": "https://marketmonetarist.com/2026/08/19/last-chance-a-proposal-for-fiscal-and-nominal-stability-in-the-us/", "published_at": "2026-08-19T20:15:30+00:00" }, { "id": "01a087a0-26f7-70b2-ab21-39b6c9416493", "title": "Desperation is setting in at the US Treasury", "url": "https://marketmonetarist.com/2026/08/19/desperation-is-setting-in-at-the-us-treasury/", "published_at": "2026-08-19T14:46:09+00:00" }, { "id": "01a087a0-26f7-70b2-ab21-39b6c95b9703", "title": "“A resource curse”: the Trump administration is renouncing the dollar’s reserve status", "url": "https://marketmonetarist.com/2026/08/15/a-resource-curse-the-trump-administration-is-renouncing-the-dollars-reserve-status/", "published_at": "2026-08-15T20:08:11+00:00" }, { "id": "01a087a0-26f7-70b2-ab21-39b6c9baa988", "title": "Burgernomics at forty: what four decades of hamburger prices tell us about exchange rates and relative prices", "url": "https://marketmonetarist.com/2026/08/03/burgernomics-at-forty-what-four-decades-of-hamburger-prices-tell-us-about-exchange-rates-and-relative-prices/", "published_at": "2026-08-03T10:40:06+00:00" }, { "id": "01a087a0-26f7-70b2-ab21-39b6ca803598", "title": "Warsh, you are way behind the curve", "url": "https://marketmonetarist.com/2026/08/01/warsh-you-are-way-behind-the-curve/", "published_at": "2026-08-01T11:26:11+00:00" }, { "id": "01a087a0-26f7-70b2-ab21-39b6cb4e8621", "title": "Warsh > Musk > Trump", "url": "https://marketmonetarist.com/2026/06/24/warsh-musk-trump/", "published_at": "2026-06-24T11:25:28+00:00" }, { "id": "01a087a0-26f7-70b2-ab21-39b6cbc09de4", "title": "Alan Greenspan, 1926-2026: The Rule Behind the Maestro", "url": "https://marketmonetarist.com/2026/06/22/alan-greenspan-1926-2026-the-rule-behind-the-maestro/", "published_at": "2026-06-22T14:01:03+00:00" }, { "id": "01a087a0-26f7-70b2-ab21-39b6cc45c13c", "title": "A Regime Decision, Not a Rate Decision", "url": "https://marketmonetarist.com/2026/06/18/a-regime-decision-not-a-rate-decision/", "published_at": "2026-06-18T11:43:36+00:00" }, { "id": "01a087a0-26f7-70b2-ab21-39b6ccd54800", "title": "Powell’s last meeting", "url": "https://marketmonetarist.com/2026/04/29/powells-last-meeting/", "published_at": "2026-04-29T11:40:00+00:00" }, { "id": "01a087a0-26f7-70b2-ab21-39b6ccfb079f", "title": "The Prophets of Silicon Valley", "url": "https://marketmonetarist.com/2026/03/25/the-prophets-of-silicon-valley/", "published_at": "2026-03-25T12:45:25+00:00" }, { "id": "01a0bb52-852e-7079-977f-69cd5e7f125d", "title": "A new service: Expert Briefings with Lars Christensen", "url": "https://marketmonetarist.com/2026/03/25/a-new-service-expert-briefings-with-lars-christensen/", "published_at": "2026-03-25T08:40:38+00:00" }, { "id": "01a0bb52-852e-7079-977f-69cd5ec20c22", "title": "The Blue Owl in The Coal Mine – Private Credit: The New Subprime?", "url": "https://marketmonetarist.com/2026/03/13/the-blue-owl-in-the-coal-mine-private-credit-the-new-subprime/", "published_at": "2026-03-13T11:50:04+00:00" }, { "id": "01a0bb52-852e-7079-977f-69cd5f3e5b83", "title": "No, AI Will Not Take Your Job Within the next Two Years", "url": "https://marketmonetarist.com/2026/02/24/no-ai-will-not-take-your-job-within-the-next-two-years/", "published_at": "2026-02-24T15:35:05+00:00" }, { "id": "01a0bb52-852e-7079-977f-69cd6002a77a", "title": "Too Big to Save: Fannie and Freddie’s Dangerous Tech Bet", "url": "https://marketmonetarist.com/2025/11/08/too-big-to-save-fannie-and-freddies-dangerous-tech-bet/", "published_at": "2025-11-08T19:10:36+00:00" }, { "id": "01a0bb52-852e-7079-977f-69cd60f90f28", "title": "Investing in a Time of Crisis: When Three Storms Converge on Global Markets", "url": "https://marketmonetarist.com/2025/10/08/investing-in-a-time-of-crisis-when-three-storms-converge-on-global-markets/", "published_at": "2025-10-08T08:08:09+00:00" }, { "id": "01a0bb52-852e-7079-977f-69cd61828f25", "title": "Measuring Political Violence in America: A Language Model Experiment", "url": "https://marketmonetarist.com/2025/09/24/measuring-political-violence-in-america-a-language-model-experiment/", "published_at": "2025-09-24T18:51:26+00:00" }, { "id": "01a0bb52-852e-7079-977f-69cd6199a0e7", "title": "ARGENTINA FIRST: MAKING BAIL OUTS GREAT AGAIN", "url": "https://marketmonetarist.com/2025/09/22/argentina-first-making-bail-outs-great-again/", "published_at": "2025-09-22T17:35:46+00:00" }, { "id": "01a0bb52-852e-7079-977f-69cd61fe581e", "title": "The Fed’s Drifting Anchor", "url": "https://marketmonetarist.com/2025/09/18/the-feds-drifting-anchor/", "published_at": "2025-09-18T07:51:15+00:00" }, { "id": "01a0bb52-852e-7079-977f-69cd629daf7c", "title": "US inflation acceleration – a lot faster than you might think", "url": "https://marketmonetarist.com/2025/09/13/us-inflation-acceleration-a-lot-faster-than-you-might-think/", "published_at": "2025-09-13T11:01:52+00:00" }, { "id": "01a0bb52-852e-7079-977f-69cd638a8884", "title": "The Giltquake: Are you ready for a UK sovereign debt crisis?", "url": "https://marketmonetarist.com/2025/09/03/the-giltquake-are-you-ready-for-a-uk-sovereign-debt-crisis/", "published_at": "2025-09-03T10:47:56+00:00" }, { "id": "01a0bb59-e4af-70aa-92ba-fd9a1cc0a0b4", "title": "The Fed Under Siege: The Erdoğan Playbook Comes to Washington", "url": "https://marketmonetarist.com/2025/08/29/the-fed-under-siege-the-erdogan-playbook-comes-to-washington/", "published_at": "2025-08-29T14:36:49+00:00" }, { "id": "01a0bb59-e4af-70aa-92ba-fd9a1d2d816d", "title": "America’s Kamikaze Fund: Why Buying Overpriced Shares Could Trigger a Bond Meltdown", "url": "https://marketmonetarist.com/2025/08/26/americas-kamikaze-fund-why-buying-overpriced-shares-could-trigger-a-bond-meltdown/", "published_at": "2025-08-26T21:38:46+00:00" }, { "id": "01a0bb59-e4af-70aa-92ba-fd9a1de47620", "title": "Red Hat Socialism: Buy High, Borrow Higher", "url": "https://marketmonetarist.com/2025/08/25/red-hat-socialism-buy-high-borrow-higher/", "published_at": "2025-08-25T17:21:46+00:00" }, { "id": "01a0bb59-e4af-70aa-92ba-fd9a1edb9178", "title": "The Computing Capacity Crisis: Soaring Infrastructure Costs Are Degrading AI Models, Accelerating Inflation, and Threatening the Tech Stock Boom", "url": "https://marketmonetarist.com/2025/08/20/the-computing-capacity-crisis-soaring-infrastructure-costs-are-degrading-ai-models-accelerating-inflation-and-threatening-the-tech-stock-boom/", "published_at": "2025-08-20T08:23:01+00:00" }, { "id": "01a0bb59-e4af-70aa-92ba-fd9a1fa8efde", "title": "Trump Fires BLS Chief: The Argentinisation of American Data", "url": "https://marketmonetarist.com/2025/08/01/trump-fires-bls-chief-the-argentinisation-of-american-data/", "published_at": "2025-08-01T19:30:50+00:00" }, { "id": "01a0bb59-e4af-70aa-92ba-fd9a2066fd39", "title": "The EU-US Trade Deal: A European Victory Disguised as Defeat", "url": "https://marketmonetarist.com/2025/07/28/the-eu-us-trade-deal-a-european-victory-disguised-as-defeat/", "published_at": "2025-07-28T07:49:37+00:00" }, { "id": "01a0bb59-e4af-70aa-92ba-fd9a21579a54", "title": "The Forgotten Mandate: How “Moderate Long-term Interest Rates” Exposes the Fed’s Achilles Heel", "url": "https://marketmonetarist.com/2025/07/15/the-forgotten-mandate-how-moderate-long-term-interest-rates-exposes-the-feds-achilles-heel/", "published_at": "2025-07-15T19:08:02+00:00" }, { "id": "01a0bb59-e4af-70aa-92ba-fd9a219daa06", "title": "Classical Liberals, Let’s Be Honest About Milei", "url": "https://marketmonetarist.com/2025/07/14/classical-liberals-lets-be-honest-about-milei/", "published_at": "2025-07-14T21:28:18+00:00" }, { "id": "01a0bb59-e4af-70aa-92ba-fd9a224fe98e", "title": "The Return of the Bond Vigilantes: Why 5% US Treasury Yields Signal Trouble Ahead", "url": "https://marketmonetarist.com/2025/07/14/the-return-of-the-bond-vigilantes-why-5-us-treasury-yields-signal-trouble-ahead/", "published_at": "2025-07-14T19:20:10+00:00" }, { "id": "01a0bb59-e4af-70aa-92ba-fd9a229a5b52", "title": "From the Extremist Centre Comes a Big Beautiful Delusion: Why the US Won’t Learn from Denmark’s Fiscal Success", "url": "https://marketmonetarist.com/2025/07/06/from-the-extremist-centre-comes-a-big-beautiful-delusion-why-the-us-wont-learn-from-denmarks-fiscal-success/", "published_at": "2025-07-06T14:09:55+00:00" }, { "id": "01a0bb62-05e8-701f-9812-00009fa3f615", "title": "Lies, Damned Lies, and… Actually Pretty Accurate Statistics: Neither Biden Nor Trump Are Fudging the Jobs Numbers", "url": "https://marketmonetarist.com/2025/07/04/lies-damned-lies-and-actually-pretty-accurate-statistics-neither-biden-nor-trump-are-fudging-the-jobs-numbers/", "published_at": "2025-07-03T22:04:50+00:00" }, { "id": "01a0bb62-05e8-701f-9812-0000a097a242", "title": "From Leader to Follower: How the Federal Funds Rate Lost Its Causal Power", "url": "https://marketmonetarist.com/2025/07/01/from-leader-to-follower-how-the-federal-funds-rate-lost-its-causal-power/", "published_at": "2025-06-30T22:30:24+00:00" }, { "id": "01a0bb62-05e8-701f-9812-0000a145fa6d", "title": "The Fiscal Dominance Trap: A Love Story Between Debt and Denial", "url": "https://marketmonetarist.com/2025/06/13/the-fiscal-dominance-trap-a-love-story-between-debt-and-denial/", "published_at": "2025-06-13T21:57:42+00:00" }, { "id": "01a0bb62-05e8-701f-9812-0000a169b269", "title": "The McCallum Rule and 25 Years of Euro-Area Monetary Policy", "url": "https://marketmonetarist.com/2025/06/09/the-mccallum-rule-and-25-years-of-euro-area-monetary-policy/", "published_at": "2025-06-09T09:18:40+00:00" }, { "id": "01a0bb62-05e8-701f-9812-0000a1b159d3", "title": "The Mechanics of US Debt: Modelling the Unpleasant Arithmetic", "url": "https://marketmonetarist.com/2025/06/03/the-mechanics-of-us-debt-modelling-the-unpleasant-arithmetic/", "published_at": "2025-06-03T18:09:17+00:00" }, { "id": "01a0bb62-05e8-701f-9812-0000a2471b3a", "title": "Stanley Fischer – the Central Banker Who Understood Nominal Stability", "url": "https://marketmonetarist.com/2025/06/01/stanley-fischer-the-central-banker-who-understood-nominal-stability/", "published_at": "2025-06-01T21:24:01+00:00" }, { "id": "01a0bb62-05e8-701f-9812-0000a26a07fb", "title": "Court Strikes Down Trump’s “Liberation Day” Tariffs: A Victory for Constitutional Order and Economic Sanity", "url": "https://marketmonetarist.com/2025/05/29/court-strikes-down-trumps-liberation-day-tariffs-a-victory-for-constitutional-order-and-economic-sanity/", "published_at": "2025-05-29T05:16:05+00:00" }, { "id": "01a0bb62-05e8-701f-9812-0000a299d541", "title": "The Bond Vigilantes Are Stirring: The U.S. is Nearing the Fiscal Inflection Point", "url": "https://marketmonetarist.com/2025/05/19/the-bond-vigilantes-are-stirring-the-u-s-is-nearing-the-fiscal-inflection-point/", "published_at": "2025-05-19T15:54:00+00:00" }, { "id": "01a0bb62-05e8-701f-9812-0000a35da5d4", "title": "“Eat the Tariffs” – Blaming Walmart Won’t Stop Inflation", "url": "https://marketmonetarist.com/2025/05/17/eat-the-tariffs-blaming-walmart-wont-stop-inflation/", "published_at": "2025-05-17T19:11:03+00:00" }, { "id": "01a0bb62-05e8-701f-9812-0000a383c970", "title": "The US Consumer Goes to Fiscal Reality Mart: Tariffs or VAT?", "url": "https://marketmonetarist.com/2025/05/14/the-us-consumer-goes-to-fiscal-reality-mart-tariffs-or-vat/", "published_at": "2025-05-14T14:52:34+00:00" }, { "id": "01a0bb68-3f40-7291-b897-b3aa68e1e69d", "title": "Leavitt & Gono: When Amazon-Bashers Meet Zimbabwe’s Hyperinflation Houdini", "url": "https://marketmonetarist.com/2025/04/29/leavitt-gono-when-amazon-bashers-meet-zimbabwes-hyperinflation-houdini/", "published_at": "2025-04-29T20:25:14+00:00" }, { "id": "01a0bb68-3f40-7291-b897-b3aa69e17731", "title": "Powell pardoned, China relieved: Bessent 1, Navarro 0, but has it changed the Mad Tariff King for real?", "url": "https://marketmonetarist.com/2025/04/23/powell-pardoned-china-relieved-bessent-1-navarro-0-but-has-it-changed-the-mad-tariff-king-for-real/", "published_at": "2025-04-23T20:16:19+00:00" }, { "id": "01a0bb68-3f40-7291-b897-b3aa6a0fd8c2", "title": "This Is How the US Lost Me — And Denmark", "url": "https://marketmonetarist.com/2025/04/21/this-is-how-the-us-lost-me-and-denmark/", "published_at": "2025-04-21T20:41:20+00:00" }, { "id": "01a0bb68-3f40-7291-b897-b3aa6b052dc3", "title": "Dollar Today, Lira Tomorrow? Trump’s Erdoğanomics Comes to the Fed", "url": "https://marketmonetarist.com/2025/04/18/dollar-today-lira-tomorrow-trumps-erdoganomics-comes-to-the-fed/", "published_at": "2025-04-18T17:47:01+00:00" }, { "id": "01a0bb68-3f40-7291-b897-b3aa6b3e6be4", "title": "Vance’s Death Spiral: How Trump’s Liberation Day Turned the Bond Market Into a Burning Fuse", "url": "https://marketmonetarist.com/2025/04/11/vances-death-spiral-how-trumps-liberation-day-turned-the-bond-market-into-a-burning-fuse/", "published_at": "2025-04-11T18:57:09+00:00" }, { "id": "01a0bb68-3f40-7291-b897-b3aa6b8545f2", "title": "This is Donald Trump’s “Liz Truss Moment”", "url": "https://marketmonetarist.com/2025/04/09/this-is-donald-trumps-liz-truss-moment/", "published_at": "2025-04-09T07:01:36+00:00" }, { "id": "01a0bb68-3f40-7291-b897-b3aa6c4cda1d", "title": "Collective American Madness: Trump’s Trade War Sparks a Global Financial Firestorm", "url": "https://marketmonetarist.com/2025/04/07/collective-american-madness-trumps-trade-war-sparks-a-global-financial-firestorm/", "published_at": "2025-04-07T02:05:00+00:00" }, { "id": "01a0bb68-3f40-7291-b897-b3aa6c597854", "title": "The Fiscal Reckoning: Trump’s Inconvenient Legacy", "url": "https://marketmonetarist.com/2025/04/01/the-fiscal-reckoning-trumps-inconvenient-legacy/", "published_at": "2025-04-01T11:40:10+00:00" }, { "id": "01a0bb68-3f40-7291-b897-b3aa6cd8ba13", "title": "Hidden in Plain Sight: How the Fed Has Quietly Followed Friedman’s K-Rule for a Quarter Century", "url": "https://marketmonetarist.com/2025/03/26/hidden-in-plain-sight-how-the-fed-has-quietly-followed-friedmans-k-rule-for-a-quarter-century/", "published_at": "2025-03-26T16:15:46+00:00" }, { "id": "01a0bb68-3f40-7291-b897-b3aa6dbde702", "title": "‘Globale Tanker’ (Global Thoughts) – A New Platform for Economic Insights and Engaging Talks", "url": "https://marketmonetarist.com/2025/03/03/globale-tanker-global-thoughts-a-new-platform-for-economic-insights-and-engaging-talks/", "published_at": "2025-03-03T19:49:42+00:00" }, { "id": "01a0bb6c-6329-7125-830a-e8518df4f1cc", "title": "Trump’s Pump and Dump: Politicising and Destabilising Crypto Markets", "url": "https://marketmonetarist.com/2025/03/02/trumps-pump-and-dump-politicising-and-destabilising-crypto-markets/", "published_at": "2025-03-02T19:10:45+00:00" }, { "id": "01a0bb6c-6329-7125-830a-e8518e7295be", "title": "Trump-Trade Unwinding: Bitcoin, (Micro)Strategy and Tesla in the Silver Trap", "url": "https://marketmonetarist.com/2025/02/27/trump-trade-unwinding-bitcoin-microstrategy-and-tesla-in-the-silver-trap/", "published_at": "2025-02-27T20:28:15+00:00" }, { "id": "01a0bb6c-6329-7125-830a-e8518ebe3af7", "title": "Creating an Interactive Monetary Policy Simulator with AI", "url": "https://marketmonetarist.com/2025/02/25/creating-an-interactive-monetary-policy-simulator-with-ai/", "published_at": "2025-02-25T14:09:45+00:00" }, { "id": "01a0bb6c-6329-7125-830a-e8518f077f5c", "title": "How Biden and Powell Mismanaged the 2021 Recovery – A Mistake Trump Seems Determined to Repeat", "url": "https://marketmonetarist.com/2025/02/18/how-biden-and-powell-mismanaged-the-2021-recovery-a-mistake-trump-seems-determined-to-repeat/", "published_at": "2025-02-17T22:03:37+00:00" }, { "id": "01a0bb6c-6329-7125-830a-e8518fc07b65", "title": "The Erosion of Institutional Democracy: America’s Shift Toward a Latin-Style Executive Rule", "url": "https://marketmonetarist.com/2025/02/15/the-erosion-of-institutional-democracy-americas-shift-toward-a-latin-style-executive-rule/", "published_at": "2025-02-15T15:38:52+00:00" }, { "id": "01a0bb6c-6329-7125-830a-e85190b67bf8", "title": "Make Inflation Great Again? Trump’s Trade War Sparks Price Surge Fears", "url": "https://marketmonetarist.com/2025/02/14/make-inflation-great-again-trumps-trade-war-sparks-price-surge-fears/", "published_at": "2025-02-13T22:00:04+00:00" }, { "id": "01a0bb6c-6329-7125-830a-e85190dca001", "title": "Credibility problems: The Fed isn’t convincing and Truflation isn’t true", "url": "https://marketmonetarist.com/2025/02/13/credibility-problems-the-fed-isnt-convincing-and-truflation-isnt-true/", "published_at": "2025-02-12T22:52:43+00:00" }, { "id": "01a0bb6c-6329-7125-830a-e85190f5ca1f", "title": "When Democracy Fails: US Budget Deficit Accelerating Towards 10% of GDP", "url": "https://marketmonetarist.com/2025/02/11/when-democracy-fails-us-budget-deficit-accelerating-towards-10-of-gdp/", "published_at": "2025-02-11T16:05:36+00:00" }, { "id": "01a0bb6c-6329-7125-830a-e85191c8a797", "title": "Trump’s Tariffs and the Fed: A 1970s Velocity Nightmare in the Making", "url": "https://marketmonetarist.com/2025/02/08/trumps-tariffs-and-the-fed-a-1970s-velocity-nightmare-in-the-making/", "published_at": "2025-02-08T09:37:46+00:00" }, { "id": "01a0bb6c-6329-7125-830a-e851922ebe46", "title": "The Trump Superspike: If Trust in U.S. Governance Breaks, Interest Rates Will Explode", "url": "https://marketmonetarist.com/2025/02/05/the-trump-superspike-if-trust-in-u-s-governance-breaks-interest-rates-will-explode/", "published_at": "2025-02-05T17:17:36+00:00" }, { "id": "01a0bb70-50a6-71d9-8689-6551b3bdcdb2", "title": "Trump’s Trade War Could Kill America’s ‘Exorbitant Privilege’", "url": "https://marketmonetarist.com/2025/02/01/trumps-trade-war-could-kill-americas-exorbitant-privilege/", "published_at": "2025-02-01T08:02:47+00:00" }, { "id": "01a0bb70-50a6-71d9-8689-6551b3d5bc44", "title": "Erdogan Redux: Trump’s Self-Defeating Mix of Tariffs and Demands for Lower Interest Rates", "url": "https://marketmonetarist.com/2025/01/24/erdogan-redux-trumps-self-defeating-mix-of-tariffs-and-demands-for-lower-interest-rates/", "published_at": "2025-01-23T22:04:30+00:00" }, { "id": "01a0bb70-50a6-71d9-8689-6551b47ebffc", "title": "Trump Optimism or Tariff Fears? The Curious Case of the January Philly Fed Surge", "url": "https://marketmonetarist.com/2025/01/19/trump-optimism-or-tariff-fears-the-curious-case-of-the-january-philly-fed-surge/", "published_at": "2025-01-19T15:52:29+00:00" }, { "id": "01a0bb70-50a6-71d9-8689-6551b529a9b0", "title": "Fed gets it right: Central banks should do monetary policy, not climate policy", "url": "https://marketmonetarist.com/2025/01/18/fed-gets-it-right-central-banks-should-do-monetary-policy-not-climate-policy/", "published_at": "2025-01-18T07:23:15+00:00" }, { "id": "01a0bb70-50a6-71d9-8689-6551b5a84b66", "title": "I’m Not Panicking About US Debt, I’m Just Breathing Into This Paper Bag", "url": "https://marketmonetarist.com/2025/01/18/im-not-panicking-about-us-debt-im-just-breathing-into-this-paper-bag/", "published_at": "2025-01-17T23:00:02+00:00" }, { "id": "01a0bb70-50a6-71d9-8689-6551b5ef4837", "title": "P-Star Reloaded: Trump’s Tariffs, Powell’s Policy, and Inflation’s Next Act", "url": "https://marketmonetarist.com/2025/01/16/p-star-reloaded-trumps-tariffs-powells-policy-and-inflations-next-act/", "published_at": "2025-01-16T09:51:22+00:00" }, { "id": "01a0bb70-50a6-71d9-8689-6551b672a544", "title": "Eeny, Meeny, Miny… Panic? The Fed’s Next Pivot Could Spark Stock Market Sell-Off", "url": "https://marketmonetarist.com/2025/01/11/eeny-meeny-miny-panic-the-feds-next-pivot-could-spark-stock-market-sell-off/", "published_at": "2025-01-11T10:26:06+00:00" }, { "id": "01a0bb70-50a6-71d9-8689-6551b7096b4f", "title": "Rent-Seeking Royalties: MAGA Populists Turn on King Musk – A Lesson in Public Choice Theory", "url": "https://marketmonetarist.com/2024/12/28/rent-seeking-royalties-maga-populists-turn-on-king-musk-a-lesson-in-public-choice-theory/", "published_at": "2024-12-28T09:44:44+00:00" }, { "id": "01a0bb70-50a6-71d9-8689-6551b794ac22", "title": "The ‘Overheating’ Myth: The Unpleasant Arithmetic of Putin’s War (The RUST model)", "url": "https://marketmonetarist.com/2024/12/23/the-overheating-myth-the-unpleasant-arithmetic-of-putins-war-the-rust-model/", "published_at": "2024-12-23T17:23:36+00:00" }, { "id": "01a0bb70-50a6-71d9-8689-6551b80b6ebc", "title": "Moscow Bitcoins: Stalin, Putin, and Assad’s Gilded Cage", "url": "https://marketmonetarist.com/2024/12/22/moscow-bitcoins-stalin-putin-and-assads-gilded-cage/", "published_at": "2024-12-22T08:25:07+00:00" }, { "id": "01a0bb73-d559-73fb-99af-f58cc406fdea", "title": "Trump 2.0: Can Populist Keynesianism Survive a Hawkish Fed?", "url": "https://marketmonetarist.com/2024/12/19/trump-2-0-can-populist-keynesianism-survive-a-hawkish-fed/", "published_at": "2024-12-19T09:41:33+00:00" }, { "id": "01a0bb73-d559-73fb-99af-f58cc44a181b", "title": "First Immigration, Then Free Trade – Is AI Trump’s Next Target?", "url": "https://marketmonetarist.com/2024/12/13/first-immigration-then-free-trade-is-ai-trumps-next-target/", "published_at": "2024-12-13T05:51:24+00:00" }, { "id": "01a0bb73-d559-73fb-99af-f58cc4bae5a3", "title": "Putin’s Butter Crisis Intensifies as Ruble Slides", "url": "https://marketmonetarist.com/2024/11/27/putins-butter-crisis-intensifies-as-ruble-slides/", "published_at": "2024-11-27T16:05:21+00:00" }, { "id": "01a0bb73-d559-73fb-99af-f58cc57a20fc", "title": "‘Do Away With Money and You’ll Do Away With Inflation’ – The Indy Cabbie, Bessent and I All Get This, But There’s More to the Story", "url": "https://marketmonetarist.com/2024/11/26/do-away-with-money-and-youll-do-away-with-inflation-the-indy-cabbie-bessent-and-i-all-get-this-but-theres-more-to-the-story/", "published_at": "2024-11-26T09:39:10+00:00" }, { "id": "01a0bb73-d559-73fb-99af-f58cc5b36118", "title": "When Growth Slows, Tensions Rise – Inside China’s Dangerous Pivot", "url": "https://marketmonetarist.com/2024/11/25/when-growth-slows-tensions-rise-inside-chinas-dangerous-pivot/", "published_at": "2024-11-25T08:56:09+00:00" }, { "id": "01a0bb73-d559-73fb-99af-f58cc6006066", "title": "Xodus Explained: Machine Learning, Social Dynamics, and the Rise of Bluesky", "url": "https://marketmonetarist.com/2024/11/17/xodus-explained-machine-learning-social-dynamics-and-the-rise-of-bluesky/", "published_at": "2024-11-17T12:54:25+00:00" }, { "id": "01a0bb73-d559-73fb-99af-f58cc65a5d00", "title": "China’s Lost Decade: Communist Ideology Meets Japan’s Economic Fate", "url": "https://marketmonetarist.com/2024/10/12/chinas-lost-decade-communist-ideology-meets-japans-economic-fate/", "published_at": "2024-10-12T08:10:09+00:00" }, { "id": "01a0bb73-d559-73fb-99af-f58cc6bfb2cb", "title": "1980s Danish Fiscal Wisdom: Expansionary Contraction as a Model for US Economic Revival", "url": "https://marketmonetarist.com/2024/09/26/1980s-danish-fiscal-wisdom-expansionary-contraction-as-a-model-for-us-economic-revival/", "published_at": "2024-09-26T05:48:57+00:00" }, { "id": "01a0bb73-d559-73fb-99af-f58cc731cae5", "title": "Agent-Based Experimental Economics: A New Era for Understanding Market Dynamics", "url": "https://marketmonetarist.com/2024/09/23/agent-based-experimental-economics-a-new-era-for-understanding-market-dynamics/", "published_at": "2024-09-23T18:45:53+00:00" }, { "id": "01a0bb73-d559-73fb-99af-f58cc809e19c", "title": "Listen Up: NotebookLM Converts Minecraft AI Economics Post to Podcast", "url": "https://marketmonetarist.com/2024/09/21/listen-up-notebooklm-converts-minecraft-ai-economics-post-to-podcast/", "published_at": "2024-09-21T09:14:22+00:00" }, { "id": "01a0bb77-1623-72c6-bbd9-accf1acbe2be", "title": "AI Agents in Minecraft: Vernon Smith-Style Experimental Economics on Steroids", "url": "https://marketmonetarist.com/2024/09/12/ai-agents-in-minecraft-vernon-smith-style-experimental-economics-on-steroids/", "published_at": "2024-09-12T19:06:56+00:00" }, { "id": "01a0bb77-1623-72c6-bbd9-accf1bbb77f6", "title": "Eastern Giants Stumble: China and Russia Face ’90s-Style Economic Reckoning", "url": "https://marketmonetarist.com/2024/09/04/eastern-giants-stumble-china-and-russia-face-90s-style-economic-reckoning/", "published_at": "2024-09-04T20:02:17+00:00" }, { "id": "01a0bb77-1623-72c6-bbd9-accf1c13cda6", "title": "Between a Rock and a Yuan: China’s Tough Choice on Currency and Deflation", "url": "https://marketmonetarist.com/2024/08/29/between-a-rock-and-a-yuan-chinas-tough-choice-on-currency-and-deflation/", "published_at": "2024-08-29T05:52:28+00:00" }, { "id": "01a0bb77-1623-72c6-bbd9-accf1c50f752", "title": "4m-RUIN: The most simple recession indicator in the world", "url": "https://marketmonetarist.com/2024/08/07/4m-ruin-the-most-simple-recession-indicator-in-the-world/", "published_at": "2024-08-07T10:31:28+00:00" }, { "id": "01a0bb77-1623-72c6-bbd9-accf1d1a725b", "title": "Powell’s Reading List: Sahm’s Rule, Mankiw’s Guesses, and Dornbusch’s Echo from the Past ‘I Told You So’", "url": "https://marketmonetarist.com/2024/08/03/powells-reading-list-sahms-rule-mankiws-guesses-and-dornbuschs-echo-from-the-past-i-told-you-so/", "published_at": "2024-08-03T21:31:34+00:00" }, { "id": "01a0bb77-1623-72c6-bbd9-accf1d45c2ce", "title": "Eeny, Meeny, Miny, Mankiw: The Surprisingly Accurate Way to Guess Fed Policy", "url": "https://marketmonetarist.com/2024/07/26/eeny-meeny-miny-mankiw-the-surprisingly-accurate-way-to-guess-fed-policy/", "published_at": "2024-07-25T23:50:24+00:00" }, { "id": "01a0bb77-1623-72c6-bbd9-accf1df897ae", "title": "How Well Do Large Language Models Reason About Macroeconomics?", "url": "https://marketmonetarist.com/2024/07/24/how-well-do-large-language-models-reason-about-macroeconomics/", "published_at": "2024-07-24T20:59:18+00:00" }, { "id": "01a0bb77-1623-72c6-bbd9-accf1e688543", "title": "A Summer Surprise: A rather massive positive supply shock?", "url": "https://marketmonetarist.com/2024/07/15/a-summer-surprise-a-rather-massive-positive-supply-shock/", "published_at": "2024-07-15T16:08:29+00:00" }, { "id": "01a0bb77-1623-72c6-bbd9-accf1ecc5f04", "title": "The Yield Curve as a Policy Instrument: Decoding the Fed’s Implicit NGDP Targeting for the US Economy", "url": "https://marketmonetarist.com/2024/07/06/the-yield-curve-as-a-policy-instrument-decoding-the-feds-implicit-ngdp-targeting-for-the-us-economy/", "published_at": "2024-07-06T21:50:00+00:00" }, { "id": "01a0bb77-1623-72c6-bbd9-accf1f8ac832", "title": "Fed’s hidden strategy: Implementing new dual NGDP targets", "url": "https://marketmonetarist.com/2024/07/05/feds-hidden-strategy-implementing-new-dual-ngdp-targets/", "published_at": "2024-07-05T18:25:26+00:00" }, { "id": "01a0bb7a-5e26-7348-924b-c6f8ac730141", "title": "The Effectiveness of Real Rate Rules: An Analysis Using 10-Year Yields and Inflation Expectations", "url": "https://marketmonetarist.com/2024/07/03/the-effectiveness-of-real-rate-rules-an-analysis-using-10-year-yields-and-inflation-expectations/", "published_at": "2024-07-03T20:28:10+00:00" }, { "id": "01a0bb7a-5e26-7348-924b-c6f8acf90090", "title": "PAICE: My unexpected journey from Finance to AI", "url": "https://marketmonetarist.com/2024/07/02/paice-my-unexpected-journey-from-finance-to-ai/", "published_at": "2024-07-02T19:27:33+00:00" }, { "id": "01a0bb7a-5e26-7348-924b-c6f8add36f0d", "title": "Macro Musings podcast: AI and its Impact on Monetary Policy and Economics", "url": "https://marketmonetarist.com/2024/06/10/macro-musings-podcast-ai-and-its-impact-on-monetary-policy-and-economics/", "published_at": "2024-06-10T05:34:43+00:00" }, { "id": "01a0bb7a-5e26-7348-924b-c6f8ae0a3d0c", "title": "“An economist, a basketball player, and a Muslim woman walk into a bar” – Understanding Statistical Discrimination in Large Language Models", "url": "https://marketmonetarist.com/2024/06/09/an-economist-a-basketball-player-and-a-muslim-woman-walk-into-a-bar-understanding-statistical-discrimination-in-large-language-models/", "published_at": "2024-06-09T17:03:55+00:00" }, { "id": "01a0bb7a-5e26-7348-924b-c6f8aefb2dbd", "title": "China Bear, AI Bull: Reflections on the Future of the Global Economy", "url": "https://marketmonetarist.com/2024/05/30/china-bear-ai-bull-reflections-on-the-future-of-the-global-economy/", "published_at": "2024-05-30T17:37:43+00:00" }, { "id": "01a0bb7a-5e26-7348-924b-c6f8afdc1f81", "title": "Large Language Models can beat analysts, but can they beat the market?", "url": "https://marketmonetarist.com/2024/05/28/large-language-models-can-beat-analysts-but-can-they-beat-the-market/", "published_at": "2024-05-28T08:15:05+00:00" }, { "id": "01a0bb7a-5e26-7348-924b-c6f8b0c8423b", "title": "How the AI revolution and backward-looking central banks could trigger aggregate demand and interest rate overshooting: some model simulations", "url": "https://marketmonetarist.com/2024/05/20/how-the-ai-revolution-and-backward-looking-central-banks-could-trigger-aggregate-demand-and-interest-rate-overshooting-some-model-simulations/", "published_at": "2024-05-20T16:40:45+00:00" }, { "id": "01a0bb7a-5e26-7348-924b-c6f8b128167e", "title": "Talking to David Lin: Why the West Will Thrive – US Power and China’s Slowdown", "url": "https://marketmonetarist.com/2024/05/14/talking-to-david-lin-why-the-west-will-thrive-us-power-and-chinas-slowdown/", "published_at": "2024-05-14T16:55:50+00:00" }, { "id": "01a0bb7a-5e26-7348-924b-c6f8b1fa0c96", "title": "Talking yen, yuan and AI with Nik Bhatia", "url": "https://marketmonetarist.com/2024/05/02/talking-yen-yuan-and-ai-with-nik-bhatia/", "published_at": "2024-05-02T20:35:29+00:00" }, { "id": "01a0bb7a-5e26-7348-924b-c6f8b2ebb1e5", "title": "Yen and Yuan: Dual decline driven by demographic dilemmas and the need to fight deflation", "url": "https://marketmonetarist.com/2024/04/29/yen-and-yuan-dual-decline-driven-by-demographic-dilemmas-and-the-need-to-fight-deflation/", "published_at": "2024-04-29T04:14:49+00:00" } ] posts Claim your blog
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2026

Last chance: A proposal for fiscal and nominal stability in the USoriginal ↗
19 Aug 2026
Desperation is setting in at the US Treasuryoriginal ↗
19 Aug 2026
“A resource curse”: the Trump administration is renouncing the dollar’s reserve statusoriginal ↗
15 Aug 2026
Burgernomics at forty: what four decades of hamburger prices tell us about exchange rates and relative pricesoriginal ↗
3 Aug 2026
Warsh, you are way behind the curveoriginal ↗
1 Aug 2026
Warsh > Musk > Trumporiginal ↗
24 Jun 2026
Alan Greenspan, 1926-2026: The Rule Behind the Maestrooriginal ↗
22 Jun 2026
A Regime Decision, Not a Rate Decisionoriginal ↗
18 Jun 2026
Powell’s last meetingoriginal ↗
29 Apr 2026
The Prophets of Silicon Valleyoriginal ↗
25 Mar 2026
A new service: Expert Briefings with Lars Christensenoriginal ↗
25 Mar 2026
The Blue Owl in The Coal Mine – Private Credit: The New Subprime?original ↗
13 Mar 2026
No, AI Will Not Take Your Job Within the next Two Yearsoriginal ↗
24 Feb 2026

2025

Too Big to Save: Fannie and Freddie’s Dangerous Tech Betoriginal ↗
8 Nov 2025
Investing in a Time of Crisis: When Three Storms Converge on Global Marketsoriginal ↗
8 Oct 2025
Measuring Political Violence in America: A Language Model Experimentoriginal ↗
24 Sept 2025
ARGENTINA FIRST: MAKING BAIL OUTS GREAT AGAINoriginal ↗
22 Sept 2025
The Fed’s Drifting Anchororiginal ↗
18 Sept 2025
US inflation acceleration – a lot faster than you might thinkoriginal ↗
13 Sept 2025
The Giltquake: Are you ready for a UK sovereign debt crisis?original ↗
3 Sept 2025
The Fed Under Siege: The Erdoğan Playbook Comes to Washingtonoriginal ↗
29 Aug 2025
America’s Kamikaze Fund: Why Buying Overpriced Shares Could Trigger a Bond Meltdownoriginal ↗
26 Aug 2025
Red Hat Socialism: Buy High, Borrow Higheroriginal ↗
25 Aug 2025
The Computing Capacity Crisis: Soaring Infrastructure Costs Are Degrading AI Models, Accelerating Inflation, and Threatening the Tech Stock Boomoriginal ↗
20 Aug 2025
Trump Fires BLS Chief: The Argentinisation of American Dataoriginal ↗
1 Aug 2025
The EU-US Trade Deal: A European Victory Disguised as Defeatoriginal ↗
28 Jul 2025
The Forgotten Mandate: How “Moderate Long-term Interest Rates” Exposes the Fed’s Achilles Heeloriginal ↗
15 Jul 2025
Classical Liberals, Let’s Be Honest About Mileioriginal ↗
14 Jul 2025
The Return of the Bond Vigilantes: Why 5% US Treasury Yields Signal Trouble Aheadoriginal ↗
14 Jul 2025
From the Extremist Centre Comes a Big Beautiful Delusion: Why the US Won’t Learn from Denmark’s Fiscal Successoriginal ↗
6 Jul 2025
Lies, Damned Lies, and… Actually Pretty Accurate Statistics: Neither Biden Nor Trump Are Fudging the Jobs Numbersoriginal ↗
3 Jul 2025
From Leader to Follower: How the Federal Funds Rate Lost Its Causal Poweroriginal ↗
30 Jun 2025
The Fiscal Dominance Trap: A Love Story Between Debt and Denialoriginal ↗
13 Jun 2025
The McCallum Rule and 25 Years of Euro-Area Monetary Policyoriginal ↗
9 Jun 2025
The Mechanics of US Debt: Modelling the Unpleasant Arithmeticoriginal ↗
3 Jun 2025
Stanley Fischer – the Central Banker Who Understood Nominal Stabilityoriginal ↗
1 Jun 2025
Court Strikes Down Trump’s “Liberation Day” Tariffs: A Victory for Constitutional Order and Economic Sanityoriginal ↗
29 May 2025
The Bond Vigilantes Are Stirring: The U.S. is Nearing the Fiscal Inflection Pointoriginal ↗
19 May 2025
“Eat the Tariffs” – Blaming Walmart Won’t Stop Inflationoriginal ↗
17 May 2025
The US Consumer Goes to Fiscal Reality Mart: Tariffs or VAT?original ↗
14 May 2025
Leavitt & Gono: When Amazon-Bashers Meet Zimbabwe’s Hyperinflation Houdinioriginal ↗
29 Apr 2025
Powell pardoned, China relieved: Bessent 1, Navarro 0, but has it changed the Mad Tariff King for real?original ↗
23 Apr 2025
This Is How the US Lost Me — And Denmarkoriginal ↗
21 Apr 2025
Dollar Today, Lira Tomorrow? Trump’s Erdoğanomics Comes to the Fedoriginal ↗
18 Apr 2025
Vance’s Death Spiral: How Trump’s Liberation Day Turned the Bond Market Into a Burning Fuseoriginal ↗
11 Apr 2025
This is Donald Trump’s “Liz Truss Moment”original ↗
9 Apr 2025
Collective American Madness: Trump’s Trade War Sparks a Global Financial Firestormoriginal ↗
7 Apr 2025
The Fiscal Reckoning: Trump’s Inconvenient Legacyoriginal ↗
1 Apr 2025
Hidden in Plain Sight: How the Fed Has Quietly Followed Friedman’s K-Rule for a Quarter Centuryoriginal ↗
26 Mar 2025
‘Globale Tanker’ (Global Thoughts) – A New Platform for Economic Insights and Engaging Talksoriginal ↗
3 Mar 2025
Trump’s Pump and Dump: Politicising and Destabilising Crypto Marketsoriginal ↗
2 Mar 2025
Trump-Trade Unwinding: Bitcoin, (Micro)Strategy and Tesla in the Silver Traporiginal ↗
27 Feb 2025
Creating an Interactive Monetary Policy Simulator with AIoriginal ↗
25 Feb 2025
How Biden and Powell Mismanaged the 2021 Recovery – A Mistake Trump Seems Determined to Repeatoriginal ↗
17 Feb 2025
The Erosion of Institutional Democracy: America’s Shift Toward a Latin-Style Executive Ruleoriginal ↗
15 Feb 2025
Make Inflation Great Again? Trump’s Trade War Sparks Price Surge Fearsoriginal ↗
13 Feb 2025
Credibility problems: The Fed isn’t convincing and Truflation isn’t trueoriginal ↗
12 Feb 2025
When Democracy Fails: US Budget Deficit Accelerating Towards 10% of GDPoriginal ↗
11 Feb 2025
Trump’s Tariffs and the Fed: A 1970s Velocity Nightmare in the Makingoriginal ↗
8 Feb 2025
The Trump Superspike: If Trust in U.S. Governance Breaks, Interest Rates Will Explodeoriginal ↗
5 Feb 2025
Trump’s Trade War Could Kill America’s ‘Exorbitant Privilege’original ↗
1 Feb 2025
Erdogan Redux: Trump’s Self-Defeating Mix of Tariffs and Demands for Lower Interest Ratesoriginal ↗
23 Jan 2025
Trump Optimism or Tariff Fears? The Curious Case of the January Philly Fed Surgeoriginal ↗
19 Jan 2025
Fed gets it right: Central banks should do monetary policy, not climate policyoriginal ↗
18 Jan 2025
I’m Not Panicking About US Debt, I’m Just Breathing Into This Paper Bagoriginal ↗
17 Jan 2025
P-Star Reloaded: Trump’s Tariffs, Powell’s Policy, and Inflation’s Next Actoriginal ↗
16 Jan 2025
Eeny, Meeny, Miny… Panic? The Fed’s Next Pivot Could Spark Stock Market Sell-Offoriginal ↗
11 Jan 2025

2024

Rent-Seeking Royalties: MAGA Populists Turn on King Musk – A Lesson in Public Choice Theoryoriginal ↗
28 Dec 2024
The ‘Overheating’ Myth: The Unpleasant Arithmetic of Putin’s War (The RUST model)original ↗
23 Dec 2024
Moscow Bitcoins: Stalin, Putin, and Assad’s Gilded Cageoriginal ↗
22 Dec 2024
Trump 2.0: Can Populist Keynesianism Survive a Hawkish Fed?original ↗
19 Dec 2024
First Immigration, Then Free Trade – Is AI Trump’s Next Target?original ↗
13 Dec 2024
Putin’s Butter Crisis Intensifies as Ruble Slidesoriginal ↗
27 Nov 2024
‘Do Away With Money and You’ll Do Away With Inflation’ – The Indy Cabbie, Bessent and I All Get This, But There’s More to the Storyoriginal ↗
26 Nov 2024
When Growth Slows, Tensions Rise – Inside China’s Dangerous Pivotoriginal ↗
25 Nov 2024
Xodus Explained: Machine Learning, Social Dynamics, and the Rise of Blueskyoriginal ↗
17 Nov 2024
China’s Lost Decade: Communist Ideology Meets Japan’s Economic Fateoriginal ↗
12 Oct 2024
1980s Danish Fiscal Wisdom: Expansionary Contraction as a Model for US Economic Revivaloriginal ↗
26 Sept 2024
Agent-Based Experimental Economics: A New Era for Understanding Market Dynamicsoriginal ↗
23 Sept 2024
Listen Up: NotebookLM Converts Minecraft AI Economics Post to Podcastoriginal ↗
21 Sept 2024
AI Agents in Minecraft: Vernon Smith-Style Experimental Economics on Steroidsoriginal ↗
12 Sept 2024
Eastern Giants Stumble: China and Russia Face ’90s-Style Economic Reckoningoriginal ↗
4 Sept 2024
Between a Rock and a Yuan: China’s Tough Choice on Currency and Deflationoriginal ↗
29 Aug 2024
4m-RUIN: The most simple recession indicator in the worldoriginal ↗
7 Aug 2024
Powell’s Reading List: Sahm’s Rule, Mankiw’s Guesses, and Dornbusch’s Echo from the Past ‘I Told You So’original ↗
3 Aug 2024
Eeny, Meeny, Miny, Mankiw: The Surprisingly Accurate Way to Guess Fed Policyoriginal ↗
25 Jul 2024
How Well Do Large Language Models Reason About Macroeconomics?original ↗
24 Jul 2024
A Summer Surprise: A rather massive positive supply shock?original ↗
15 Jul 2024
The Yield Curve as a Policy Instrument: Decoding the Fed’s Implicit NGDP Targeting for the US Economyoriginal ↗
6 Jul 2024
Fed’s hidden strategy: Implementing new dual NGDP targetsoriginal ↗
5 Jul 2024
The Effectiveness of Real Rate Rules: An Analysis Using 10-Year Yields and Inflation Expectationsoriginal ↗
3 Jul 2024
PAICE: My unexpected journey from Finance to AIoriginal ↗
2 Jul 2024
Macro Musings podcast: AI and its Impact on Monetary Policy and Economicsoriginal ↗
10 Jun 2024
“An economist, a basketball player, and a Muslim woman walk into a bar” – Understanding Statistical Discrimination in Large Language Modelsoriginal ↗
9 Jun 2024
China Bear, AI Bull: Reflections on the Future of the Global Economyoriginal ↗
30 May 2024
Large Language Models can beat analysts, but can they beat the market?original ↗
28 May 2024
How the AI revolution and backward-looking central banks could trigger aggregate demand and interest rate overshooting: some model simulationsoriginal ↗
20 May 2024
Talking to David Lin: Why the West Will Thrive – US Power and China’s Slowdownoriginal ↗
14 May 2024
Talking yen, yuan and AI with Nik Bhatiaoriginal ↗
2 May 2024
Yen and Yuan: Dual decline driven by demographic dilemmas and the need to fight deflationoriginal ↗
29 Apr 2024
Next