本石町日記

１月２９日・リンク

Adjustment Is Hard, Especially if it Involves the Dollar
The U.S. Can No Longer Hide From Its Deep Poverty Problem
The World’s Priciest Stock Market
Mnuchin is right about the dollar
Mnuchin Is Not Wrong: Secular Stagnation and the Value of the Dollar
Why Treasury Secretaries should stick with the strong dollar mantra
“Abenomics” as the new gold standard?

１月２２日・リンク

Is a steeper yield curve good news for banks? A challenge to the conventional wisdom
Low inflation for longer
How Low Is the Unemployment Rate, Really?

１月１５日・リンク

The narrative of high debt and powerful central banks
Balance Sheet Normalization: When Will Agency MBS Holdings Decline?
Giddy Markets and Grim Politics
The search for the next president of the New York Federal Reserve is a big deal
Tight monetary policy is not the answer to weak productivity growth
Ready or Not for the Next Recession?

１月８日・リンク

Is Macroprudential Supervision Ready for the Future?
Why Low Inflation Is No Surprise
The Evolution of U.S. Monetary Policy