Euro

The ECB's dilemma

I have been emphasizing the Fed's dilemma: If it raises interest rates, that raises the U.S. debt-service…

Eurosclerosis update

All pre-covid. European GDP per capita fell in the decade following the financial crisis. US growth was no…

The puzzle of Europe

Here are two unsettling slides I made for a talk. Here is GDP per capita in US, UK, France and Italy and Chin…

CBDC in EU

I wrote an oped for Il Sole 24 Ore on central bank digital currency, as part of a series they are doing. It&…

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