Win Monroe
@winmonroe.bsky.social
Another economist.
Views and bad hot takes are my own, if even that.
Likes & RTs =/= endorsements.
Views and bad hot takes are my own, if even that.
Likes & RTs =/= endorsements.
The point on decumulating property is particularly important imo
December 10, 2025 at 7:05 AM
The point on decumulating property is particularly important imo
These banks then need to borrow less from the FLS. Consistent with the idea that the availability of central bank funding helps to rejuvenate private markets, measures of banks’ wholesale funding costs fell sharply after the FLS was announced.
December 9, 2025 at 5:42 PM
These banks then need to borrow less from the FLS. Consistent with the idea that the availability of central bank funding helps to rejuvenate private markets, measures of banks’ wholesale funding costs fell sharply after the FLS was announced.
Hi #Econsky! I’ve got a new working paper on central bank lending facilities in crises and their transmission to broader credit supply.
🚨A summary thread🚨
🚨A summary thread🚨
December 9, 2025 at 5:42 PM
Hi #Econsky! I’ve got a new working paper on central bank lending facilities in crises and their transmission to broader credit supply.
🚨A summary thread🚨
🚨A summary thread🚨
December 2, 2025 at 12:00 PM
WE ARE HERE TO HLEP
November 27, 2025 at 2:23 PM
WE ARE HERE TO HLEP
and the benefits of the floor are overstated.
I find some of these arguments more compelling and less, and have balance them against the benefits (and costs) of the case for the floor.
Attached are some more elaborated comments from him in previous newsletters.
I find some of these arguments more compelling and less, and have balance them against the benefits (and costs) of the case for the floor.
Attached are some more elaborated comments from him in previous newsletters.
November 25, 2025 at 11:10 PM
and the benefits of the floor are overstated.
I find some of these arguments more compelling and less, and have balance them against the benefits (and costs) of the case for the floor.
Attached are some more elaborated comments from him in previous newsletters.
I find some of these arguments more compelling and less, and have balance them against the benefits (and costs) of the case for the floor.
Attached are some more elaborated comments from him in previous newsletters.
Bill Nelson on the Fed: "TOMOs needed Friday and Monday"
November 25, 2025 at 10:14 PM
Bill Nelson on the Fed: "TOMOs needed Friday and Monday"
EJM for comparison
November 24, 2025 at 11:39 PM
EJM for comparison
"The Impact of Decreasing Housing Affordability on Consumption, Work Effort, and Investment"
papers.ssrn.com/sol3/papers....
papers.ssrn.com/sol3/papers....
November 22, 2025 at 9:24 PM
"The Impact of Decreasing Housing Affordability on Consumption, Work Effort, and Investment"
papers.ssrn.com/sol3/papers....
papers.ssrn.com/sol3/papers....
Mexico City so far
November 17, 2025 at 12:05 AM
Mexico City so far
London gang's on it
November 14, 2025 at 9:29 AM
London gang's on it
Bill Nelson says it's time for the Fed to restart open market operations
October 22, 2025 at 1:20 PM
Bill Nelson says it's time for the Fed to restart open market operations
Friedrich Merz is testing Germany’s patience - on.ft.com/4o24Dsn via @FT
October 21, 2025 at 9:22 AM
Friedrich Merz is testing Germany’s patience - on.ft.com/4o24Dsn via @FT
@orbinho.bsky.social been hearing this take and on an eyeball test I agree, but I wonder if there's a simple statistic or way of quantifying this? Non-Gyökeres goals when he is in is probably a bit too simple. Do data collectors have info on when players are double marked or how close defenders are?
October 20, 2025 at 8:35 AM
@orbinho.bsky.social been hearing this take and on an eyeball test I agree, but I wonder if there's a simple statistic or way of quantifying this? Non-Gyökeres goals when he is in is probably a bit too simple. Do data collectors have info on when players are double marked or how close defenders are?
I think its reasonable and that there is some evidence that low rates may contribute to financial fragility also. Big question imo is to what extent, how much does it depend on other variables, and what are the trade offs for growth, inflation, and other real outcomes.
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October 19, 2025 at 7:58 AM
I think its reasonable and that there is some evidence that low rates may contribute to financial fragility also. Big question imo is to what extent, how much does it depend on other variables, and what are the trade offs for growth, inflation, and other real outcomes.
crei.cat/wp-content/u...
crei.cat/wp-content/u...
I dont think its a completely proven fact, but there is both logic and empirical evidence to the idea that low rates may contribute to financial crises.
crei.cat/wp-content/u...
crei.cat/wp-content/u...
October 19, 2025 at 7:56 AM
I dont think its a completely proven fact, but there is both logic and empirical evidence to the idea that low rates may contribute to financial crises.
crei.cat/wp-content/u...
crei.cat/wp-content/u...
I have some sympathy for this view, but its a very delicate tightrope walk. Higher rates also reduce incomes and weaken balance sheets, which increase financial fragility.
October 18, 2025 at 2:41 PM
I have some sympathy for this view, but its a very delicate tightrope walk. Higher rates also reduce incomes and weaken balance sheets, which increase financial fragility.