M3, Credit, Inflation





Out of control: credit

13.03.2008

By: Casper de Vries, Erasmus University Rotterdam

The Fed deliberately ignored traditional indicators that provided early warning about the credit crisis to come.


Is US inflation at 8%?

12.03.2008

By: Wolfgang Münchau

Some estimates suggest that we are consistently underestimating the rate of US inflation. While I am largely agnostic on this particular issue, I strongly believe that we need a debate about how we measure prices. (Note to readers: The guestbook entries are working again.)


Central bankers cannot stop this contagion

10.03.2008

By: Wolfgang Münchau

Cutting interest rates gives the worst of all worlds: no economic relief, plus a rise in inflationary expectations.


Forget about Q2

10.03.2008

By: Eurointelligence ECB Watch

Forecasters are underestimating the rising importance of monetary analysis in the ECB's decision making framework. A rate cut is not very likely.

 


Eurointelligence Briefing Notes

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