I maintain a blog - Rangvid's Blog. Here are recent posts:
Expected inflation in the euro area. June 2022.
Is euro area monetary policy tight or loose? June 2022
Lessons from the 1970s and monetary policy today. May 2022
Lessons from the 1970: Germany vs. U.S. April 2022.
Yield spreads and recessions. April 2022.
ECB's additional dilemma. March 2022.
Yield, growth, and valuation. February 2022.
Three unusually good years in markets. Why and will it continue? January 2022.
ECB’s dilemma: Choosing between the devil (raise rates) and the deep blue sea (don’t raise rates). December 2021.
Best in test: And the best stock return predictor is…….. end-of-the-year consumption growth. October 2021
Frothy stock and housing markets: How worried should we be? October 2021
Is 1970s-like inflation coming back? August 2021
It’s official: This was the shortest recession on record. July 2021
Summer reading: Probabilities of tail-events. July 2021
From Main St. to Wall St.: Expected returns. June 2021
From Main St. to Wall St.: The business cycle. May 2021
Expected returns, spring 2021 forecasts. May 2021
From Main St. to Wall St.: The long run. April 2021
From Main Street to Wall Street. March 2021
Yields and inflation expectations. March 2021
The global cost of the crisis. February 2021
The cost of the second wave. January 2021
2020. December 2020
VV or W: When did (or does) this recession end?
Expected returns, autumn 2020 updates
Quantitative Easing (QE) and biases in research
The Fed’s “Whatever it takes” moment. Or, how the Fed saved equity and credit markets
The weird stock market. Part II: Potential explanations
The weird stock market. Part I: Facts and wrong explanations
How stable is the Nordic financial sector?
Interventions that pay off. And, interventions that do not
Zero-probability events that happened
Is the stock market too optimistic? Or, is the market always right?
The stock market and more horrifying figures
V, U, W, or L? The stock market votes “V”.
Eurozone in trouble again, but this time with a new twist
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