Klement on Investing

Klement on Investing

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Boost German consumption, blow up more ATMs
It’s a cultural thing, but Germans on average have a higher savings ratio and consume less than other Europeans.
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Joachim Klement
5
Fiscal reaction to interest rate changes
Normally, I write about monetary policy only when the Fed has a meeting, but today, when the ECB may or may not cut rates one more time, I wanted to…
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Joachim Klement
3
Do you trust AI forecasts?
Analysts are using AI more and more as part of their research process.
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Joachim Klement
5
It’s a little bit more complicated than that
When it comes to making a point, there is a fine line between being nuanced and accurate and oversimplifying things to emphasise a conclusion.
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Joachim Klement
The environmental impact of agricultural crops
We need to feed 8 billion people in the world.
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Joachim Klement
1
Politics is broken, I mean, really
Here in the UK, we have had a week of assessments of Labour’s first year in office.
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Joachim Klement
6
US fiscal folly could create big, beautiful debt spiral
Just in time for the passing of the US budget, my new Reuters column is out.
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Joachim Klement
2
Is macroeconomics a mature science?
A couple of months ago, Olivier Blanchard assessed the current state of macroeconomics at the 40th annual NBER macro conference.
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Joachim Klement
6
To hedge or not to hedge, and how to hedge
Some businesses face volatile inputs that they cannot control.
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Joachim Klement
2
Kleptocracy Inc.
Anne Applebaum, who wrote with Autocracy Inc.
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Joachim Klement
6

June 2025

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