Chartbook #152 The anti-inflation pivot of 2022 - How uncoordinated & contractionary monetary & fiscal policy risk a global recession.
In response to the surge in prices that began in earnest in the summer of 2021 central banks all around the world are hiking interest rates. When taken together, a series of national policy moves add up to the most widespread tightening of monetary policy since the start of the fiat money era in the early 1970s.
In response to the surge in prices that began in earnest in the summer of 2021 central banks all around the world are hiking interest rates. When taken together, a series of national policy moves add up to the most widespread tightening of monetary policy since the start of the fiat money era in the early 1970s. Source: World Bank The tightening of monetary policy is compounded by a similar shift in fiscal policy. This attracts far less headline space than interest rates, but it too is unprecedented. The share of countries that are tightening their fiscal stance is greater today than it…
related reading
- Here's why this top economist says we're not just headed for another recession | Fortunefortune.com
- The LT3000 Blog: Demystifying post-GFC economics; the problem with scarcity; interest rates; long political cycles; and the end of historylt3000.blogspot.com
- We were wrong about convergencechat-gdp.org
- Moontower #148 - by Kris Abdelmessihmoontower.substack.com
- Carry On - Bill Grosswilliamhgross.com
- List of recessions in the United States - Wikipediaen.wikipedia.org
- Why non-transitory recession is coming and how to face it as an investor - The Intellectual Investor - Value Investing by Vitaliy Katsenelsoncontrarianedge.com
- The age of uncertainty. Liminal timemetapolis.net
- Global Macro Trading for Idiots: Part Twocitriniresearch.com
- The Role of Monetary Policyaeaweb.org
- The Vibecession: The Self-Fulfilling Prophecykyla.substack.com
- GIC Report on the Management of the Government's Portfolio for the Year 2024/25report.gic.com.sg