In today’s hyper-connected world, analysis has become a mere commodity. Retrieving it – let alone information – is like drinking from a fire hydrant. For example, Googling “global economic growth" yields 61 million results; “Eurozone deflation”, 1 million; “tensions in south-east Asia”, 2 million, and so on... It should therefore come as no surprise that we get easily lost in this myriad of information and analysis.

In the face of analysis overload, it becomes invaluable to sift, select and frame the issues and opinions that matter. This is why The Monthly Barometer came up with a Weekly Selection of op-eds and articles. Each week, we select just five of them (out of hundreds that are sent to us by our network) that we frame in two or three sentences. These five pieces convey in a succinct and accessible manner the thinking of people whose opinions matter the most in a variety of macro fields: economics, geopolitics, society, environment, technology and psychology. They constitute a “formidable” shortcut to complex analysis by offering insights and snapshots that can be read in just a few minutes and are easy to digest. For those keen to make sense of today’s world, The Weekly Selections are a must-read. They constitute the best antidote to information and analysis overload.

As a new service, The Monthly Barometer is now offering to its subscribers, and a potentially much larger group, a curation of all The Weekly Selections. On any given macro issue, it will be possible to access the best thinking at the tap of key.  This service should therefore be of particular interest to researchers and students enabling them as it does to grasp with ease “who said what and when”.

Subscribers of the Monthly Barometer can access curated Weekly Selections as part of their subscription. 

Researchers and students who do not wish to subscribe to The Monthly Barometer can access them on a pay-as-you-wish basis. Please pay an amount that corresponds to the value you attach to the product. If you don’t want to pay, remember the following: “If something online is free, you are not the customer – you are the product” (Jonathan Zittrain, George Bemis Professor of Law at Harvard Law School and the Harvard Kennedy School of Government).

Curation of weekly selections – A distillation of the opinions that count!




Kenneth Rogoff
Filter: Category: ECONOMICS > Inflation/deflation
  • ECONOMICS, Financial Markets, Inflation/deflation

    Gene Frieda, "The Coming Financial Volatility"

    Project Syndicate - 24 Jul 2017

    PIMCO’s global strategist ponders why investors in risky asset markets are so complacent while bond investors are waving red flags. In his opinion, when cross-asset market volatility is low, de-risking is prudent. He sees two reasons to worry as an investor: (1) to the extent that the gap between trend growth and natural rates drives up asset valuations, marginal changes in that gap should lead to changes in those valuations; (2) higher valuations do not necessarily mean higher returns or better volatility-adjusted returns. A bit technical at times but worth reading (in 6-8 min). 

    Published in Weekly selection 28 July 2017

  • ECONOMICS, Inflation/deflation

    Carmen Reinhart, "Is the Deflation Cycle Over?"

    Project Syndicate - 31 Jan 2017

    2017 may be the first year in a decade with no advanced economy experiencing deflation. Possibly, the long-awaited effects of the historic monetary expansion are finally yielding fruit, but most likely, currency depreciation in the UK, Japan, and the Eurozone has been a catalyst. Central banks will tolerate, if not encourage, a bit of inflation: it will help to erode the mountains of debt that advanced economies have built up in the past 15 years or so (reads in 3-5 min).

    Published in Weekly selection 3 February 2017

  • ECONOMICS, Inflation/deflation, Monetary Policy

    Adair Turner, "Japan’s Wrong Way Out"

    Project Syndicate - 5 Feb 2016

    The author of “Between Debt and the Devil” explains why negative interest rates (or an expansion of QE) will not offset the strong deflationary forces engulfing Japan. Central banks and governments together never run out of policy ammunition to offset deflation, because they can always finance tax cuts or increase public expenditure with printed money. This is what he recommends that the Japanese authorities should do: permanently writing off some of the BOJ’s huge holdings of Japanese government bonds and canceling the planned sales-tax increase.  (reads in about 10 mn)

    Published in Weekly selection 12 February 2016

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