Lars Christensen
@mamomvpy.bsky.social
2.9K followers
6.3K following
340 posts
Co-founder, CEO, and Head of Analysis at PAICE. Economist, "Money Doctor" and everything data and AI.
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Lars Christensen
@mamomvpy.bsky.social
· Aug 29
The Fed Under Siege: The Erdoğan Playbook Comes to Washington
The American economy stands at a critical juncture. President Trump’s assault on the Federal Reserve has reached an intensity that threatens the very foundations of independent economic insti…
marketmonetarist.com
Reposted by Lars Christensen
Lars Christensen
@mamomvpy.bsky.social
· Aug 26
America’s Kamikaze Fund: Why Buying Overpriced Shares Could Trigger a Bond Meltdown
Suppose I came to you and said: “I would like to borrow a very large sum of money in order to buy massively overpriced shares. By the way, I am already drowning in debt.” What interest rate would y…
marketmonetarist.com
Lars Christensen
@mamomvpy.bsky.social
· Aug 25
Red Hat Socialism: Buy High, Borrow Higher
Donald Trump calls it a win for American industry. Trump’s economic advisor (or what ever it is he is doing) Kevin Hassett calls it the first step towards a sovereign wealth fund. I call it R…
marketmonetarist.com
Lars Christensen
@mamomvpy.bsky.social
· Aug 20
The Computing Capacity Crisis: Soaring Infrastructure Costs Are Degrading AI Models, Accelerating Inflation, and Threatening the Tech Stock Boom
If you’re a heavy user of language models, as I am, you’ll have undoubtedly noticed that the various AI models, such as ChatGPT and Claude, aren’t behaving quite as they used to. …
marketmonetarist.com
Lars Christensen
@mamomvpy.bsky.social
· Jul 28
The EU-US Trade Deal: A European Victory Disguised as Defeat
I must say that the commentary surrounding Sunday’s so-called trade agreement between the US and EU has been almost universally “Trumpian” in its analysis. Nearly every commentato…
marketmonetarist.com
Lars Christensen
@mamomvpy.bsky.social
· Jul 15
The Forgotten Mandate: How “Moderate Long-term Interest Rates” Exposes the Fed’s Achilles Heel
The Hidden Third Mandate The Federal Reserve Act may soon create serious problems for Jerome Powell – or perhaps I should say “Too Late” Jerome Powell, as President Trump has take…
marketmonetarist.com
Lars Christensen
@mamomvpy.bsky.social
· Jul 14
Classical Liberals, Let’s Be Honest About Milei
As a classical liberal economist, I ought to be thrilled about Javier Milei. A self-proclaimed libertarian winning the presidency of Argentina on a platform of radical economic liberalisation? It s…
marketmonetarist.com
Lars Christensen
@mamomvpy.bsky.social
· Jul 14
The Return of the Bond Vigilantes: Why 5% US Treasury Yields Signal Trouble Ahead
After Trump announced “Liberation Day” on 2 April, US government bond yields began to rise – and even after the announcement on 9 April of a “pause” in the implementation of…
marketmonetarist.com
Lars Christensen
@mamomvpy.bsky.social
· Jun 30
From Leader to Follower: How the Federal Funds Rate Lost Its Causal Power
For years, I’ve argued that central banks fundamentally misunderstand their own monetary policy transmission mechanism. They believe the federal funds rate drives nominal variables, when incr…
marketmonetarist.com