Does Inflation Targeting Square with the Chair’s Disposition?
Say What You Do and Do What You Say!
Andrew’s Substack
My personal Substack
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There's a New Sheriff in Town
Lags, Long Lags and Inflation
Beware the Bond Vigilantes
But notice what the debt fanatics are missing
Two Bald Men Fighting Over a Comb
But the real fight is between monetary and fiscal policy and the bond market has thrown the first punch.
A short video on AI and its impact on the labour market
Shortly after I spoke at the 2025 Elevate Festival -- Canada's leading Tech and Innovation festival -- I was asked to give my views on the economic impact of AI so I share them here with you.
AI and the End of Work
Managing the Technological Spoils of AI
Markets Move Faster Than Governments
The Challenge of Negative Debt Momentum
Managing Negative Supply Shocks
Inflation & The Nature of Price Shocks
The US Economy – Has Neither Depth nor Breadth
Making It Vulnerable to an Equity Drawdown
At The Mercy of Strangers
Making Strangers out of Friends