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Ricardo Reis
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AW Phillips Professor of Economics, @LSEecon. Colunista no @expresso. Director @CFMUK
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** What does SVB's failure imply for the Fed hiking cycle? Bank failures and bailout of large depositors has important implications for financial regulation, moral hazard, and general fairness. Good discussions here and in media. What about for inf
by Ricardo Reis
** Inflation: some optimism from expectations data The data from surveys of inflation expectations in the second half of 2022 will be very informative to distinguish three theories. They have important implications fo what inflation *will be*. 🧵 tw
by Ricardo Reis
