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. 

Cheap or Dear

One thing Roger rarely discusses is his personal investment policy, but today he reveals that he is – fittingly, given his persona – fully invested in bonds… And why that might not be the best idea.

Read More »

Inflation tea leaves in a stream of consciousness

The analytical process of our own favorite economist has always been somewhat opaque, and given what he reveals today, it seems very much like the stream of consciousness of a somewhat restricted mind. – Yes, Roger’s piece is all about inflation again…

Read More »

Hold My BEER for a Quid

The title is probably as amusing as Roger’s piece for this week gets. There’s a whole lot of data exploring going on to come to – in Roger’s own words – a rather dull conclusion. We, on the other hand, think that it’s quite interesting to see that the pound sterling is currently well in line with what fundamentals would suggest.

Read More »

UscITA!

Roger takes a look at the some of the graphs that have recently been circulating about the Italian economy and its dismal debt situation

Read More »

Quite a predicament

According to Roger, ECB is in quite the predicament. Activity indicators are easing. Inflation, especially the core kind, is very low. And yet, there is something else going on. Up-stream cost pressures are on the rise. How should the ECB interpret this? – To get Roger’s answer, read on!

Read More »

Early bird

This week, Roger has opted for an early release of the blog as he built a tool for dissecting the upcoming US labor market data. This means there is less ranting (on Roger’s side) and more charting for us readers – A welcome change (according to Roger)!

Read More »

Current currencies

– It’s alive! This week Roger is clearly preparing for Halloween carving out a couple of monstrosities of graphs. We pray they will not turn on their creator but instead be put to use for the sake of the common good.

Read More »

Not Everything is Black & (William) White

After reading a rather ominous column by the economist William White, and hearing that Paul Romer was awarded the Nobel Prize in Economics, our very own market pundit, Roger Josefsson, was inspired to build a few charts and write a few comments. It wouldn’t be Roger if there weren’t clouds on the horizon, but timing is – as Roger puts it – everything…

Read More »

Powell-up!

After being on the move for a long time, not to mention jet-lagged, Roger was all Powell-ed up after attending a talk by the FED-chair.

Read More »

A FED watch-out!

Today Roger walks us through the economic discussions currently surrounding the Federal Reserve’s monetary policy meetings.

Read More »
Scroll to top
Processing...
Thank you! Your subscription has been confirmed. You'll hear from us soon.
Subscribe to our posts!
ErrorHere