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Lefties rule
Sometimes, I come across a paper that I want to ‘satirise’, but I fear that if I don’t remind readers that Friday posts are not to be taken seriously…
Nov 7
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Joachim Klement
13
8
European deindustrialisation and jobs
Yesterday, I wrote about how China’s ascent as a global high-tech manufacturer mostly came at the expense of the major European high-tech manufacturers.
Nov 6
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Joachim Klement
10
5
China rose, but who fell?
It is clear that China has increased its share of global trade.
Nov 5
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Joachim Klement
13
8
Why Readiness 2030 could be a boon for Europe
Europe is trying to shake off its learned helplessness and re-arm.
Nov 4
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Joachim Klement
7
5
If you need another reason to hate lobbyists
Lobbyists for special interest groups are, let’s say, not the most highly regarded people in the political ecosphere.
Nov 3
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Joachim Klement
10
2
October 2025
Government crowding out
Politicians are very unpopular.
Oct 31
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Joachim Klement
11
4
The messenger matters
Normally, I don’t write about the ECB on ECB decision day like I do with the Fed, but Alena Wabitsch from Oxford University has done an elegant study on…
Oct 30
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Joachim Klement
10
4
How the Fed rotation changes monetary policy
It’s another Fed Day, and the seven Federal Reserve Governors and the five voting regional FRB Presidents have to make up their minds on whether to cut…
Oct 29
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Joachim Klement
11
1
Why US macro data will look structurally worse
So much has been said about the labour market data in the US in recent months.
Oct 28
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Joachim Klement
18
2
If your job didn’t exist, would anybody miss it?
The above is the tagline to David Graeber’s book “Bulls**t Jobs: A Theory” The book isn’t great, but the idea at the heart of it – that most of us are…
Oct 27
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Joachim Klement
17
1
The Geoeconomic Decade
In 2021, the CFA Institute Research Foundation published my book on geopolitics for investors.
Oct 24
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Joachim Klement
14
2
Crazy Rich Asians has a point
We live in a world of social media influencers and reality TV where I sometimes feel like it is more important to look rich than actually to be rich.
Oct 24
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Joachim Klement
17
11
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