本石町日記

２月２日・リンク

The US dollar: Not a traditional safe haven
US tariffs may deepen integration, elsewhere
Bloody Minnesota
Trump Wants a “Hot Hot Hot” Economy
The Promise of a Middle-Power Alliance

１月２６日・リンク

Is There Life After the Dollar?
Scott Bessent Is in Denial – and the Bond Market Is Watching
How the Fed makes decisions: Disagreement, beliefs, and the power of the Chair
Geopolitics as a monetary shock: The ‘silent tightening’ in the European banking system
Monitoring trade prices in the wake of trade tensions

１月１９日・リンク

Are Central Banks Enabling Unsustainable Government Deficits?
What Happens When Paid Work Disappears?
The AI Takeover of All Media Is Coming
The Fight Over the Fed
The Bank of England’s capital mistake?
Understating Rising Quality Means Import Price Inflation Is Overstated
Retail investors’ participation in the gilt market

１月１２日・リンク

What Now for the “Rules-Based Order”?
The Major Economies’ Prospects in 2026
Embracing AI in Europe: New evidence from harmonised central bank business surveys
Measuring Labor Market Tightness: Data Update and New Web Feature
Our top five posts of 2025

２０２６年１月５日・リンク

Silicon Valley Socialism
Why Haven’t Trump’s Tariffs Crashed the US Economy?
The Real Existential Threat Facing Europe