Physicist, philosopher, ex-concert pianist, corporate financier, freelance journalist, traveler, economist, bond girl.
Recent Blog Posts by Models & Agents
- Blunt or Blunter? Emerging Markets (Try to) Return in Kind
- Why the Tax ‘Compromise’ Is a Very Dumb Idea
- Global Imbalances and the War of Attrition
- Cross-Border Deleveraging and the Shifts in Europe’s Bargaining Game
- Can There Be Such a Thing as an “Orderly” Restructuring?
- The ‘Misoverestimated’ Surpluses and the Tax-Cuts Debate
- What Do the Fed’s Policy and Poker Have in Common?
- Ben’s New Rabbit: Inflation Expectations
- QE and Its Unintended Consequences
- Leaving the Plaza Accord Behind
- QE the Sequel: Putting Ben’s Money Where His Mouth Is
- Inequality and Growth, Revisited
- On the Demand Side and the Supply Side: The Stimulus Debate
- Can This Be for Real?
- An Ode to Crisis Economics
- The “E” and the “M” of the EMU
- Giving Reform a Chance
- China Can Avoid Becoming Japan
- Europe’s Bazooka Is Not Enough
- LSAPs: A Tale of Overkill
- Ludicrous Claims About the Renminbi
- The End of Gradualism?
- Vola-geddon
- Stopping the Leakages in China
- The Good, the Bad and the Irrelevant
- Bringing Stability to the Stability and Growth Pact
- The Letter and the Spirit of Monetary Policy
- Ben and his Avatar
- Greece Should Seek a Precautionary Standby…Now!
- Monetary Policy Make-over
- Great Walls of Cash
- Greenspan Speaks
- Giving Up the Dollar Addiction
- What’s good for Goldman Sachs…
- Time to ditch the PPIP
- The Resilience (?) of the American Consumer
- Dollar Faithfuls
- Between the Lines
- Ben’s Shakespearean dilemma
- China’s latest thought experiment…
- Sayonara Japan, Hello America!
- The missing link
- Alan Greenspan: “I screwed up!”
- Because We Can!
- A Nobel-prize winner adrift
- Back to square one
- Going around in circles on the toxic assets
- The curious art of stress testing
- Digesting the N-word
- Playing the bankers’ advocate…
- Saving the Fed from itself
- Messing around with credit
- A stimulus we can believe in
- Obamas bang for the buck
- The barking swan
- Ben’s still dancing…
- Bring it on
- The IMF as Global Fed
- Free markets ain’t perfect!
- The dollar in pictures
- Backdoor Bailout
- Ask what you can do for your country
- We are all Keynesians now
- Once upon a time in Jackson Hole
- Mom, free-market and apple-pie
- The dollar’s decathlon
- First-come first-served
- Who’s afraid of GSEs?
- Between a Rock and a Hard Place
- Pass-through Ails
- Dissecting the Oil-Dollar Affair
- Intervention bluffs
- Party TIPS
- Consumer Squeeze
- FX Swaps Misbehaving
- Alpha, Beta Sigma: Understanding the Greeks





















