This blog primarily focuses on structural changes in the global economy, including international economic developments, demographic shifts, geoeconomic fragmentation, and climate change. We also cover the U.S. economy and international business cycles.
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Recent blogs posts
Eagle Letter: U.S. monetary policy, oil prices, AI uncertainty, and much more…
Oil and long-term interest rates again dominated markets and macroeconomic developments
Eagle Letter: Oil prices, AI risks, bond yields, and much more…
Oil, bond yields, and a reassessment of the AI outlook dominated Monday’s markets.
Eagle Letter: Oil prices, ECB meeting, and much more…
Oil, inflation and interest-rate expectations were crucial for global markets. Brent crude moved above $100 a barrel. The weekly rise of more than 8% implies a renewed supply shock. United States: Consumer prices rose 0.4% in August and 3.4% from a year earlier. Gasoline increased 3.9% in the month and energy 2.1%. Core inflation was…
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