Gene Frieda

Policymakers vs. the Iran War Shock by Gene Frieda @ProSyn?referral=1e5fee prosyn.org/iioM97j

project-syndicate.org/commentary/tru… The economic consequences of Ukraine peace seem clear. 1919’s consequences stemmed from convenient ignorance. Today’s stem from a lack of systemic counterbalances. It’s much harder today to prescribe solutions (except “please don’t do this”).

The bond market’s reaction to the British government’s first budget underscores the complex challenges governments face in balancing large fiscal deficits with rising social, environmental, and geopolitical pressures, writes @PIMCO’s @genefrieda. bit.ly/3YNJere

Congratulations to this year's Nobel Prize in Economics recipients. Double congrats to @ProSyn for bringing contemporary views of 53 past and countless future Nobel prize winners to readers in over 500 newspapers globally. Big ideas rest on broad shoulders.

Emerging markets has become a redundant term on.ft.com/3TxMsxc An inconvenient truth: Emerging markets have not emerged. But the asset class could participate in the broader cycle of flows to risky assets with a few easy tweaks to the way in which the asset class is sold.

In light of the threat posed by climate change, one could argue that modestly higher inflation is the cost of achieving a green transition. But that is not necessarily the case, writes @PIMCO’s @genefrieda. bit.ly/3OcqVsd

Is the Pound Close to the Breaking Point? by Gene Frieda - Project Syndicate project-syndicate.org/commentary/30-…

A scenario in which the dollar’s continued global dominance is upended looks less remote than it did five years ago, says @genefrieda. But don't bet on it happening anytime soon. project-syndicate.org/commentary/rus…

** MMT is the new supply-side economics Forty years ago, some economists started from an uncontroversial (but important) result: a lower tax rate raises the tax base, so revenues won't fall as much. But then they ran with it, predicting tax rate cuts could raise revenues. 1/13

China: Buying Time Is Not Cheap | PIMCO Blog blog.pimco.com/en/2020/01/chi…

@RevolutApp Yes. That’s now done

@genefrieda Of course, we'd love to help you out. It would be perfect if we could reach out to you via DMs. Could you give us a follow on Twitter so that we can send you a message?

@RevolutApp Can you please contact me for support? Like so many, my account is pending review of documents. No longer able to access an agent and I see delays lasting many weeks. Unacceptable.

@lanc614 @RevolutApp Add me to the list of victims.

@tracyalloway What’s the better alternative? You need a theory to beat a theory.

I don't know why I'm about to do this BUT ... Negative Rates matter because even if you view it as a) storage cost b) a tax on hoarding money, it's not a *useful* policy tool.

@mark_dow We knew that after his 1995 WSJ Oped where he proposed solving Tequila crisis by repegging MXN at the pre-deval fx rate.

At least we now have the answer to the question: Who could possibly be worse at economic policy than David Malpass?

China’s Difficult Balancing Act by Gene Frieda - Project Syndicate project-syndicate.org/commentary/chi…

@georgemagnus1 Hey George, All good:) In Basel for the day after our forum in CA. Your book launch is soon,right?

@genefrieda :-) how you doing? What about your mother’s EM too? (!)

These aren’t your father’s emerging markets. Squaring cheap EMs with shrinking global liquidity. pimco.com/en-us/insights…

China: When Atlas Shrugs, Markets Shiver | @PIMCO Blog blog.pimco.com/en/2017/08/Chi… When Atlas Shrugs Markets Shiver

The Coming Financial Volatility by Gene Frieda via @ProSyn prosyn.org/8xc37kZ