Reposted by: Laurens Swinkels
Bernanke, Cochrane, Greenspan, Mankiw, Paulson, Rogoff, Romer, Rubin, Summers, Yellen, etc & me: "allowing the removal of Governor Lisa D. Cook while the challenge to her removal is pending would threaten that independence and erode public confidence in the Fed." www.supremecourt.gov/DocketPDF/25...
www.supremecourt.gov
Our new report with capital market assumptions for the next five years: "The Stale Renaissance".
#FinSky #EconSky #Investing #Investment #Stocks #Bonds
#FinSky #EconSky #Investing #Investment #Stocks #Bonds
5-year Expected Returns: The Stale Renaissance | Robeco Global
Robeco publishes Expected Returns 2026-2030
www.robeco.com
Post no one asked for on how to compare bond yields across currencies (more) properly. on.ft.com/48fJTIf
First thought that this was about stocks that Republican voters like, but the term red turns out to be related to something completely different, accounting related: "The Rise of Red Equity"
Link to paper: dx.doi.org/10.2139/ssrn...
#Investing #EconSky #FinSky #Stocks #Equities #Red
Link to paper: dx.doi.org/10.2139/ssrn...
#Investing #EconSky #FinSky #Stocks #Equities #Red
Lemme speak with directness and a sense of urgency about our most important economic threats, and what history teaches us about moments like this.
Reposted by: Laurens Swinkels
FX hedging sounds mysterious & intimidating/ super simple depending on your knowledge.
Its pretty basic maths informs massive capital allocations.
A no equation explainer: on.ft.com/4p7CwsD
Its pretty basic maths informs massive capital allocations.
A no equation explainer: on.ft.com/4p7CwsD
So much for the energy transition...
#climate #sustainability #ESG #investing
#climate #sustainability #ESG #investing
US shareholders fail to vote through any green proposals for first time in 6 years
This year’s proxy season highlights diminishing investor support for climate agenda
on.ft.com
Reposted by: Laurens Swinkels
Opinion: On the assumption that a chaotic, incoherent trade war was baked in the cake, FT Alphaville’s main bet for a financial-economic calamity under Trump 2.0 has long been that he launches a full assault on the Fed. Well, it's here now. on.ft.com/3HRQKgo
"Norway's Northern Lights CCS project starts operations with first CO2 injected"
#Climate #Norway #Carbon #CarbonCapture #Sustainability
#Climate #Norway #Carbon #CarbonCapture #Sustainability
Norway's Northern Lights CCS project starts operations with first CO2 injected
The first volumes of carbon dioxide (CO2) have been injected and stored as part of Norway's Northern Lights carbon capture and storage (CCS) project, marking the start of operations, owners Shell , Equinor and TotalEnergies said on Monday.
www.reuters.com
by Laurens Swinkels — Reposted by: Georg Weizsäcker
Despite the US backtracking on its energy transition ambitions (trying to forbid emissions trading schemes for example), China seems to keep moving full speed ahead...
#Climate #Sustainability #China #Investing #Carbon #Emissions #Energy
#Climate #Sustainability #China #Investing #Carbon #Emissions #Energy
China issues guideline to advance low-carbon transition, strengthen national carbon trading market
China has unveiled a guideline to accelerate the country's green and low-carbon transition and strengthen the construction of the national carbon trading market.
english.www.gov.cn
Very sad to have lost such brilliant colleague and coauthor.
In Memoriam Professor Benedict Dellaert
It is with deep sadness that we learned of the passing of Professor Benedict Dellaert on August 20, 2025.
www.eur.nl
Reposted by: Laurens Swinkels
Measures of physical climate risk lead to slightly lower credit ratings. Ambitious CO2 reduction targets and actual emissions reductions have been reflected in higher ratings, but only since the 2015 Paris Agreement.
L Cappiello, G Ferrucci, A Maddaloni, V Veggente
cepr.org/voxeu/column...
#EconSky
L Cappiello, G Ferrucci, A Maddaloni, V Veggente
cepr.org/voxeu/column...
#EconSky
A practical way to approach lifecycle investing for retirement
Link to paper: doi.org/10.3386/w34166
#pension #retirement #finance #investing #econsky
Link to paper: doi.org/10.3386/w34166
#pension #retirement #finance #investing #econsky
Reposted by: Laurens Swinkels
Average US tariffs on Chinese exports now stand at 57.6 percent and cover 100 percent of all goods. China's average tariffs on US exports are at 32.6 percent and cover 100 percent of all goods, according to @chadpbown.com tracker update:
US-China Trade War Tariffs: An Up-to-Date Chart
www.piie.com
Researchers at the FED examined the uptake of flood insurance and the location people live: "Flood Risk and Flood Insurance"
Link to research: libertystreeteconomics.newyorkfed.org/2025/08/floo...
#Climate #Economics #Flood
Link to research: libertystreeteconomics.newyorkfed.org/2025/08/floo...
#Climate #Economics #Flood
Flood Risk and Flood Insurance - Liberty Street Economics
A look at the state of the flood insurance market and how mortgage lenders manage their exposure to flood risk.
libertystreeteconomics.newyorkfed.org
"The value of finance journals" by Professor Douglas Cumming
Link to paper: doi.org/10.48550/arX...
#finance #academic #journals #valuation
Link to paper: doi.org/10.48550/arX...
#finance #academic #journals #valuation
It is called a ‘skolebolle’ - school bun - custard with bread and coconut sprinkles on top. The softdrink is some kind of alcohol free beer (vørterøl), typically consumed after exercise.
At a carbon emission price of $10 per tonne, the incentive to decarbonize seems too low.
#sustainability #climate #carbon #investing #finance
#sustainability #climate #carbon #investing #finance
EU importers to face full CBAM costs despite China ETS
Search and filter all the latest news, prices and analysis for carbon offset markets from Quantum Commodity Intelligence.
www.qcintel.com
Japan also going for tokenization of real estate: "MUFG to Tokenize $681M Osaka Skyscraper in Landmark Real Estate Move"
#crypto #blockchain #tokenization #realestate #investing #japan
#crypto #blockchain #tokenization #realestate #investing #japan
MUFG To Tokenize $681M Osaka Skyscraper In Landmark Real Estate Move - FinanceFeeds
In a pioneering move for Japan’s real estate and digital asset sectors, Mitsubishi UFJ Trust and Banking—a core unit of Mitsubishi UFJ Financial Group
financefeeds.com
Retail investors in the UK can now also buy crypto-linked products on regulated exchanges.
#crypto #investing #UK #tokenization
#crypto #investing #UK #tokenization
UK crypto investors hail regulatory changes as ‘pivotal moment’
FCA’s lifting of ban compared with ‘Big Bang’ reforms of the late 1980s
on.ft.com
In Scandinavia (also Europe), school starts in two weeks 😀
Despite the enormous abuse in the years before the Global Financial Crisis, CDOs still exist today as products to facilitate risk sharing in financial markets.
New paper "International Climate News" extending the line of research examining US climate news.
#sustainability #climate #econsky
Link to paper: www.nber.org/papers/w34084
#sustainability #climate #econsky
Link to paper: www.nber.org/papers/w34084
New great policy paper by @climate.columbia.edu dedicated to directing finance to where its marginal revenues are the highest: "Lowering the Cost of Capital for Climate and SDG Finance in Emerging Markets and Developing Economies"
#sustainability #SDG #finance #investing #capital
#sustainability #SDG #finance #investing #capital
Lowering the Cost of Capital for Climate and SDG Finance in Emerging Markets and Developing Economies | Columbia Center on Sustainable Investment
ccsi.columbia.edu
Reposted by: Laurens Swinkels, Paul Goldsmith-Pinkham, Ismael Peña‐López
Most electricity in the Netherlands now comes from renewables.
This is today's @ourworldindata.org Data Insight from my colleague @simonvanteutem.bsky.social.
All our Data Insights are here: ourworldindata.org/data-insights
This is today's @ourworldindata.org Data Insight from my colleague @simonvanteutem.bsky.social.
All our Data Insights are here: ourworldindata.org/data-insights
