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 ...
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 ...
It is clear that with the opportunities created by artificial intelligence, the volume of content – articles, images, films, audio, etc. – on the internet generated by AI is exploding. This g...
We hear it all the time – are we heading for a recession (a hard landing) or a soft landing in the US economy? The question, of course, is what a soft landing is. A way to answer this question ...
Why hasn’t American growth slowed down more when interest rates have been jacked up? The graph below, which I have created with a little help from data from the Federal Reserve St. Louis’ FRE...
https://marketmonetarist.com/2024/01/19/why-soaring-rates-have-failed-to-kill-us-growth/
When I was a younger economist, I harboured more apprehensions about the world approaching its demise – or at least the global economy. Yet, paradoxically, as I’ve aged, my perspective has sh...
https://marketmonetarist.com/2023/12/29/2004-the-productivity-boom-is-coming/
In an unprecedented move that echoes through the financial world, China has tightened its grip on economic discourse, effectively outlawing negative narratives surrounding its economy. This devel...
https://marketmonetarist.com/2023/12/16/chinas-new-economic-narrative-no-room-for-pessimism/
In the ever-evolving dance of monetary policy, the Federal Reserve’s latest meeting has struck a new chord, setting in motion a fascinating interplay of market forces and policy expectations. A...