The Market Monetarist

In my recent interview with Steven Budgen on the Achieving Alpha Podcast (see the podcast below), we delved into some pressing economic issues, particularly focusing on China’s economic traject...

https://marketmonetarist.com/2024/05/30/china-bear-ai-bull-reflections-on-the-future-of-the-global-economy/

I have had a look at a new interesting paper – “Financial Statement Analysis with Large Language Models” – where the authors investigates whether an Large Language Model (LLM) can predict...

https://marketmonetarist.com/2024/05/28/large-language-models-can-beat-analysts-but-can-they-beat-the-market/

I have been thinking about the impact on the economy of an increase in productivity y*, for example, due to the AI revolution, and I assume that it takes time for the central bank to realize that...

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/

What should you spend the next 37 minutes on? You should listen to me talk about why I remain so optimistic about the West, and especially why I am convinced that the USA will continue to be the ...

https://marketmonetarist.com/2024/05/14/talking-to-david-lin-why-the-west-will-thrive-us-power-and-chinas-slowdown/

Tonight, I had a discussion with Nik Bhatia, who had invited me to participate in his podcast ‘The Bitcoin Layer’ to share my views on the continued weakening of the Japanese yen, and why I b...

https://marketmonetarist.com/2024/05/02/talking-yen-yuan-and-ai-with-nik-bhatia/

This morning, the Japanese yen has weakened to 160 against the dollar. This is the weakest level for the Japanese currency since 1990. Depending on how close or far one is from the screen, the mo...

https://marketmonetarist.com/2024/04/29/yen-and-yuan-dual-decline-driven-by-demographic-dilemmas-and-the-need-to-fight-deflation/

The 1990s and early 2000s witnessed a remarkable technological transformation in financial markets, ultimately leading to significant advancements in transparency and efficiency on a global scale...

https://marketmonetarist.com/2024/04/06/from-merchants-to-quants-the-digital-revolution-in-retail/

Facebook has just reminded me of what I was doing on this day a year ago – I was giving a presentation at a seminar in Copenhagen organized by Danske Bank for some of the bank’s professional ...

https://marketmonetarist.com/2024/03/30/what-i-said-about-the-inflation-outlook-a-year-ago-and-what-actually-happened/

The American inflationary pressure is falling rapidly. When discussing inflation, there is often a debate about which price index is the correct one to follow. So I thought – why not use them a...

https://marketmonetarist.com/2024/02/25/an-inflation-pressure-index-for-the-us-economy/

In my recent post “2024: The Productivity Boom is Coming” I delved into the fascinating trajectory of our current economic landscape, one that defies the gloomy expectations of a 1970s-style ...

https://marketmonetarist.com/2024/02/03/we-feared-it-would-be-a-return-to-the-70s-but-it-might-be-the-return-of-the-booming-90s/