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Author: epadmin

SUMMERS’ TIME, AND THE CREDIT IS EASY!

17 August 2021 epadmin

Peter Warburton – August 11, 2021 With the passage of the US$1200bn bipartisan infrastructure bill and with plans for a…

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THE PIZZA DELIVERYMAN COMETH!

15 July 2021 epadmin

Peter Warburton – July 15, 2021 Suppose, in a moment of alcohol-induced weakness, you ordered several pizzas online. Half an…

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SHAKY MOVEMENTS IN THE ROSENBERG CONCERTOS

17 June 2021 epadmin

Peter Warburton – June 17, 2021 David Rosenberg, eponymous chief of Rosenberg Research, finds the whole idea of an inflationary…

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PERSCRUTATING THE HOISINGTON HYPOTHESIS

2 June 2021 epadmin

Peter Warburton – June 2, 2021 In the face of mass defections to the inflationary camp, two (private sector) names stand…

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BEWARE THE POWER OF STRUCTURAL CHANGE

18 May 2021 epadmin

Peter Warburton – 18 May 2021 The UK economy is undergoing a structural transformation due to pandemic-related shutdowns. A large swathe…

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THE STATE IS THE DOMINANT ACTOR

6 May 2021 epadmin

Peter Warburton – May 6, 2021 In Russia, and elsewhere, profits are earned (and more often, not) strictly by state…

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US INFLATION OUTLOOK IN 3 CHARTS

21 April 2021 epadmin

Peter Warburton – April 21, 2021 The US is facing an inflationary danger that is both credible and imminent. By…

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MONETARY POLICY WITHOUT ANTICIPATION

25 March 2021 epadmin

Peter Warburton – March 25, 2021 “If the outlook for inflation weakens, the Committee stands ready to take whatever additional action is…

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THE UK’S BROKEN SUPPLY SIDE

11 March 2021 epadmin

Peter Warburton – March 11, 2021 The UK has made a disastrous start to 2021 in terms of international trade…

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AFTER THE US MONEY BOOM, THE US EARNINGS BOOM

25 February 2021 epadmin

Peter Warburton – February 25, 2021 As the US legislature prepares to throw its citizens another US$775bn in cash payments, it…

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