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Jan 25, 2023
European criticism of the Inflation Reduction Act's narrow definition of friend-shoring isn't a surprise. But it is strange that most of Europe now believes the IRA is a massive threat to European industry, while even more discriminatory Chinese po
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Brad Setser
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Nov 3, 2022
The Fed just gave *big* guidance They plan to take rates to 5%+ And hold them there for most of next year, until they've "defeated" inflation Here's why this won't work (according to basic math) 👇
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Max Anderson
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Jul 21, 2022
TRUSSONOMICS: a thread In her interview on @BBCr4today, Liz Truss made 3 economic propositions 1) Her tax cuts will decrease inflation 2) Tax cuts boost growth and prevent recession 3) Tax cuts increase government revenues It would be great if
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Chris Giles
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Jul 13, 2022
Andrew Bailey gave an interesting speech www.bankofengland.co.uk/speech/2022/july/andrew-bailey-speech-at-omfif-the-economic-landscape, imo raising an important question: besides traditional focus on labor market and inflation, shall central banks ta
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Luca Fornaro
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May 7, 2023
Short thread on markups and inflation---dismissive version... greedflation 🎩 Markup rising is not my go to explanation for inflation these days, but I don't think it is logically wrong. Critics make good points, but some gaps and confusion I think
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Ivan Werning
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Apr 11, 2023
1/6 In March China experienced its second month of monthly deflation (-0.3%) as CPI prices rose 0.7% year on year. Annual CPI inflation peaked at 2.1% in January and has been declining pretty steadily since then. www.reuters.com/world/china/chinas-
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Michael Pettis
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Feb 23, 2023
More Keynes, on the Bank of England desperately trying to throttle inflation in the post-WWI era: twitter.com/Machiavellecon/status/1628673109170573312/photo/1
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Neil 'Winston' Smith 🕊
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Feb 15, 2023
Jan US CPI report: Let’s discuss… A short thread 🧵 twitter.com/BittelJulien/status/1625820597979684864/photo/1
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Julien Bittel, CFA
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Feb 3, 2023
Trying to make sense of three basic facts about our macroeconomy: (1) Fed has tightened substantially over past 15 months. (2) There are essentially no visible effects in the labor market. (3) Price inflation has fallen.
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Gabriel Chodorow-Reich
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Jan 18, 2023
7 of the strongest signs I’ve seen that inflation has peaked and we are headed for disinflation 🧵
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Genevieve Roch-Decter, CFA
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Dec 30, 2022
1/8. A point which is often lost in discussions of inflation and central bank policy. Inflation is fundamentally the outcome of the distributional conflict, between firms, workers, and taxpayers. It stops only when the various players are forced to
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Olivier Blanchard
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Dec 10, 2022
A very wonkish and probably too long thread on inflation. Not predictions, but to talk about my sense that we (myself included) have been working with the wrong model given the current situation 1/
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Paul Krugman
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