Macro 'n Cheese
A weekly blog written by our chief economist and team of analysts. Find economic insights, inspiring analyses, and beautiful charts, all powered by Macrobond.
The stock market has been rising more or less uninterrupted for more than a decade now and our ever-so-dismal economist is, of course, scratching his head over it. Why don’t you write a blog about it?, we asked. – Here is what he came up with – it includes a new indicator that works better than some of the best: CAPE, Tobin’s Q, etc.
In his first blog post of the year (and decade!), our favorite economist gives a somewhat different outlook for the coming year, primarily using charts available to all Macrobond users in the Market Maps library. The picture he paints of developments in 2020 looks quite different from market consensus.
Violent protests, Incendiary Brexit talks and capricious trade negotiations. Our team of analysts has created a list of the top five most impactful events of 2019, with an accompanying chart, of course. Check out the top five events that will have effects long after the dust from new year’s rockets has settled.
In this week’s post, Roger tries to track the recession bug that’s currently spreading over the world and he tries to trace its origins all the way back to the mysterious ‘patient zero’. – But, come on Roger, isn’t the real question how many more central-bank-administered flu-shots we need to save us from another economic cold?