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We are launching a Youtube channel

We are launching a Youtube channel

We - Markets & Money Advisory - will soon be launching a new website. As part of that the blog format will also be "updated" so that not only will it be possible to read blog posts, but we will also put out movies etc.

Looking forward to 2017 - plans for M&M Advisory

Looking forward to 2017 - plans for M&M Advisory

2016 was a busy year for me. It was the second year as my "own man". I am very happy about how things have developed.

The end of the Trump rally?

The end of the Trump rally?

I generally don't think I can beat the market, however, right now there is something, which worries me and that is that the "Trump rally" in the US stock market could be about to end.

Stephen Bannon - Nationalist Keynesian

Stephen Bannon - Nationalist Keynesian

This is president-elect Donald Trump's Senior Counsel Stephen Bannon:

The Trump-Yellen policy mix is the perfect excuse for Trump's protectionism

The Trump-Yellen policy mix is the perfect excuse for Trump's protectionism

It is hard to find any good economic arguments for protectionism. Economists have known this at least since Adam Smith wrote the Wealth of Nations in 1776. That, however, has not stopped president-elect Donald Trump putting forward his protectionist agenda.

"Make America Keynesian Again" part 2

"Make America Keynesian Again" part 2

In yesterday's blog post I wrote about why I believe it is the combination of Donald Trump's fiscal stimulus plans (infrastructure investments and tax cuts) combined with the Federal Reserve's willingness not to (fully) offset this, which has pushed inflation expectations in the bond markets up very significantly since Tuesday.

"Make America Keynesian Again"

"Make America Keynesian Again"

Today I was asked to do an interview with a Danish radio station about Donald Trump and about whether one could say anything positive about him or rather about his economic agenda. I declined to do the interview. I frankly speaking has nothing positive to say about Trump.

Belongia and Ireland on the Fed's Romanace with the Phillips curve

Belongia and Ireland on the Fed's Romanace with the Phillips curve

There is no doubt that I believe that the Federal Reserve under the leadership of Fed Chair Janet Yellen has kept monetary conditions too tight and I have particularly blamed Yellen's 1970s style obsession with the Phillips curve for this.

Egypt floats the pound - now it is time to implement a rule-based monetary policy framework

Egypt floats the pound - now it is time to implement a rule-based monetary policy framework

This morning we got some very good news out of Egypt as this statement was released by the Egyptian central bank:

Swedish monetary conditions are becoming too easy

Swedish monetary conditions are becoming too easy

Believe it or not - there is a country in the world where I now believe that monetary policy is becoming (moderately) too easy. Yes, that is correct - I will not always say that monetary policy is too tight. The country I talk about is Sweden. More on that below.

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