My views only https://chipsgunsandmoney.substack.com/
Paul Bali
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Imagine there will be a lot of pieces this week on how this should be a "wake up call" for Europe
Because apparently it bears saying again chipsgunsandmoney.substack.com/p/irans-ambush
They just let anyone say anything in the FT
And the show is just starting
Waking up and seeing the Fable news
Probably the best writeup on how the MoU has been received domestically in Iran and the terms inked in it - although much remains unclear amwaj.media/en/media-mon...
Satsuki azalea bonsai, Erin pot
Alluded to some of the flaws in the thinking of the pro-trade war camp here chipsgunsandmoney.substack.com/p/chinas-res...
🛢️ When oil is scarce and debt is binding: policy sequencing under a severe energy supply shock
If temporary monetary-fiscal coordination is feasible, it should be pre-committed, conditional and bounded by a published exit rule.
📑 Working Paper by Gene Frieda
🔗 buff.ly/XKrbNEd
#EconSky
Don't take the bait — and don't put boots on the ground in Iran
With inflation still binding and fiscal space thin, the 2026 Iran shock revives the case for pre-committed, conditional yield anchors with clear exit
buff.ly
Paul Bali
Paul Bali
Paul Bali
Paul Bali
Paul Bali
Paul Bali
Paul Bali
London Botanica
More on trade and industrial policy sequencing
giftarticle.ft.com/giftarticle/...
Bruegel
The story: Iran and the United States have concluded a memorandum of understanding (MOU) that sets out the reopening of maritime traffic through the Strait of Hormuz, the release of blocked Iranian as...
NEW: US CPI inflation rose to 4.2% year-on-year in data released this morning, hitting the highest level since 2023 while increasing 0.5% month-on-month
Core CPI inflation rose to 2.9% year-on-year, increasing 0.2% month-on-month
