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A Christmas puzzle on global monetary policy
A short memo to not get lost in the monetary transition
Dec 22, 2021
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Matteo Gallone
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A Christmas puzzle on global monetary policy
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November 2021
The Macro Code #11 – Where are the workers? And how to measure the consumers' temperature?
Workers quit jobs in record numbers. Meanwhile, a reminder about the difference between consumer confindence and sentiment
Nov 15, 2021
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Matteo Gallone
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The Macro Code #11 – Where are the workers? And how to measure the consumers' temperature?
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The Macro Code #10 – Inflation lookout: heading somewhere
Escaping the inflation transitoriness trap
Nov 2, 2021
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Matteo Gallone
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The Macro Code #10 – Inflation lookout: heading somewhere
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October 2021
The Macro Code #9 – If you can't raise prices, then you may lower the quality
Could the measurement of Quality-Adjusted Price Changes have any flaws?
Oct 24, 2021
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Matteo Gallone
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The Macro Code #9 – If you can't raise prices, then you may lower the quality
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The Macro Code #8 – Pt.2: Inspect the unexpected
How useful are future inflation expectations in assessing current inflation?
Oct 12, 2021
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Matteo Gallone
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The Macro Code #8 – Pt.2: Inspect the unexpected
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The Macro Code #8 – Pt.1: Possible Inflation Drivers?
Chipflation, Foodflation, Gasflation, Wageflation, Greenflation
Oct 5, 2021
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Matteo Gallone
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The Macro Code #8 – Pt.1: Possible Inflation Drivers?
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September 2021
The Macro Code #7: An in-depth look at the long-term game between German economy and Chinese politics
German elections: not only fiscal policy. There is a trade policy challenge to face
Sep 25, 2021
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Matteo Gallone
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The Macro Code #7: An in-depth look at the long-term game between German economy and Chinese politics
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The Macro Code #6: Is Evergrande a Lehman event? The Minsky Moment is here.
Are we facing a Minsky Moment within the Chinese market?
Sep 21, 2021
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Matteo Gallone
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The Macro Code #6: Is Evergrande a Lehman event? The Minsky Moment is here.
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The Macro Code #5: Inflation troubles, corporate profits and equity valuations
What is the link between inflation and the performance of equity indices?
Sep 14, 2021
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Matteo Gallone
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The Macro Code #5: Inflation troubles, corporate profits and equity valuations
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The Macro Code #4: When inflation dreams become nightmares
Bottlenecks, supply-side squeezes and inflation perspectives
Sep 7, 2021
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Matteo Gallone
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The Macro Code #4: When inflation dreams become nightmares
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The Macro Code #3: Germany elections and the fiscal conundrum
Towards a more flexible German fiscal policy? Beyond the debt brake.
Sep 4, 2021
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Matteo Gallone
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The Macro Code #3: Germany elections and the fiscal conundrum
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August 2021
The Macro Code #2: The structural decline of r-star
Why markets should not lose interest in r*?
Aug 29, 2021
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Matteo Gallone
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The Macro Code #2: The structural decline of r-star
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