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Venezuela can’t defy gravity

Venezuela can’t defy gravity

This is from my latest article over at Geopolitical Intelligence Services:

“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.

“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.

Donald Trump will replace Janet Yellen with a DOVE in 2018

Donald Trump will replace Janet Yellen with a DOVE in 2018

Some have suggested that when Janet Yellen’s term as Federal Reserve chair expires in 2018 then Donald Trump will try to replace her with a more “hawkish” chairman.

Lessons for today: The conflict between Reagan and Volcker

Lessons for today: The conflict between Reagan and Volcker

President Reagan and the chairman of the Federal Reserve Board, Paul A. Volcker, met Monday to discuss monetary and budget policy, Administration officals confirmed today…

We miss you Uncle Milty

We miss you Uncle Milty

10 years ago today – I was at a Christmas party with my then employer Danske Bank when we got the sad news. Milton Friedman my big hero had died.

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.

Stephen Bannon – Nationalist Keynesian

Stephen Bannon – Nationalist Keynesian

I’m not a white nationalist, I’m a nationalist. I’m an economic nationalist…

Themes and Scenario for 2017

Themes and Scenario for 2017

At Markets & Money Advisory we have tried to think a bit about different themes and scenarios for the global economy and markets in 2017.

John Allison just endorsed NGDP targeting

John Allison just endorsed NGDP targeting

Carsten har en fin spasser hest

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