Bernanke, Cochrane, Greenspan, Mankiw, Paulson, Rogoff, Romer, Rubin, Summers, Yellen, etc & me: "allowing the removal of Governor Lisa D. Cook while the challenge to her removal is pending would threaten that independence and erode public confidence in the Fed." www.supremecourt.gov/DocketPDF/25...

Our new report with capital market assumptions for the next five years: "The Stale Renaissance". #FinSky #EconSky #Investing #Investment #Stocks #Bonds

Post no one asked for on how to compare bond yields across currencies (more) properly. on.ft.com/48fJTIf

First thought that this was about stocks that Republican voters like, but the term red turns out to be related to something completely different, accounting related: "The Rise of Red Equity" Link to paper: dx.doi.org/10.2139/ssrn... #Investing #EconSky #FinSky #Stocks #Equities #Red

Lemme speak with directness and a sense of urgency about our most important economic threats, and what history teaches us about moments like this.

FX hedging sounds mysterious & intimidating/ super simple depending on your knowledge. Its pretty basic maths informs massive capital allocations. A no equation explainer: on.ft.com/4p7CwsD

So much for the energy transition... #climate #sustainability #ESG #investing

Opinion: On the assumption that a chaotic, incoherent trade war was baked in the cake, FT Alphaville’s main bet for a financial-economic calamity under Trump 2.0 has long been that he launches a full assault on the Fed. Well, it's here now. on.ft.com/3HRQKgo

"Norway's Northern Lights CCS project starts operations with first CO2 injected" #Climate #Norway #Carbon #CarbonCapture #Sustainability

Despite the US backtracking on its energy transition ambitions (trying to forbid emissions trading schemes for example), China seems to keep moving full speed ahead... #Climate #Sustainability #China #Investing #Carbon #Emissions #Energy

Very sad to have lost such brilliant colleague and coauthor.

Measures of physical climate risk lead to slightly lower credit ratings. Ambitious CO2 reduction targets and actual emissions reductions have been reflected in higher ratings, but only since the 2015 Paris Agreement. L Cappiello, G Ferrucci, A Maddaloni, V Veggente cepr.org/voxeu/column... #EconSky

A practical way to approach lifecycle investing for retirement Link to paper: doi.org/10.3386/w34166 #pension #retirement #finance #investing #econsky

Average US tariffs on Chinese exports now stand at 57.6 percent and cover 100 percent of all goods. China's average tariffs on US exports are at 32.6 percent and cover 100 percent of all goods, according to ‪@chadpbown.com‬ tracker update:

Researchers at the FED examined the uptake of flood insurance and the location people live: "Flood Risk and Flood Insurance" Link to research: libertystreeteconomics.newyorkfed.org/2025/08/floo... #Climate #Economics #Flood

"The value of finance journals" by Professor Douglas Cumming Link to paper: doi.org/10.48550/arX... #finance #academic #journals #valuation

Morning walk in Vaasa 🇫🇮

At a carbon emission price of $10 per tonne, the incentive to decarbonize seems too low. #sustainability #climate #carbon #investing #finance

Japan also going for tokenization of real estate: "MUFG to Tokenize $681M Osaka Skyscraper in Landmark Real Estate Move" #crypto #blockchain #tokenization #realestate #investing #japan

Retail investors in the UK can now also buy crypto-linked products on regulated exchanges. #crypto #investing #UK #tokenization

New paper "International Climate News" extending the line of research examining US climate news. #sustainability #climate #econsky Link to paper: www.nber.org/papers/w34084

Morning walk in Oslo 🇳🇴 (Skjærsjøen)

Job advice from 🇳🇴 #Norway #NBIM

New great policy paper by @climate.columbia.edu dedicated to directing finance to where its marginal revenues are the highest: "Lowering the Cost of Capital for Climate and SDG Finance in Emerging Markets and Developing Economies" #sustainability #SDG #finance #investing #capital

Most electricity in the Netherlands now comes from renewables. This is today's @ourworldindata.org Data Insight from my colleague @simonvanteutem.bsky.social. All our Data Insights are here: ourworldindata.org/data-insights

I'm tired of analysts saying the tariffs haven't shown up in the data. It's not shown up in the *aggregate CPI*, but it's certainly shown up categories of CPI, PPI. And it's shown up in "big data" treatments, see Cavallo et al. for data through JULY 26: www.pricinglab.org/files/Tracki... #econsky

Carbon Taxes and Green Subsidies in a World Economy #EconSky #Sustainability #Climate #Green #CarbonTax Link to paper: www.nber.org/papers/w34080

King’s Viewpoint 🇳🇴 at the end of my morning walk yesterday #Tyrifjord #Norway #MorningWalk

Jesper Rangvid explains clearly why US inflation hasn't gone up as much despite inflationary pressure from the tariffs. #EconSky #Inflation #Tariffs

"Beyond Greenwashing: How does Firm-Level Biodiversity Disclosure Affect Corporate Sustainability Strategy?" #Sustainability #Biodiversity #Greenwashing #EconSky #FinSky #Academic Link to paper: ssrn.com/abstract=522...

Morning walk in Breugel 🇳🇱

Anybody else finds that the "highlights" that some journals these days require a poor substitute for a crappy abstract? #academic #publication #journal #highlights #abstract

Reviewing using AI tools is frowned upon… but just in case, some authors include hidden prompts in their manuscripts 😀 #academic #publish #ai

Yesterday’s morning walk in Oslo 🇳🇴

BREAKING: The City of Detroit is suing a cryptocurrency-based real estate company RealT for failing to maintain hundreds of rental properties across the city, following investigations by @outliermedia.org. outliermedia.org/realt-lawsui...

Perhaps emerging markets are leading the way this time around... #Climate #ClimateChange #Carbon #Regulations #Turkiye

#Norway #SovereignWealthFunds #Investing

#Climate #Sustainability #Banks #EconSky

New DNB Working Paper “Hedging against inflation: International evidence on investor clientele effects in the bond market” online. Summary video: English: app.heygen.com/share/253336... Dutch: app.heygen.com/share/dc1c50... Chinese: app.heygen.com/share/ac4f69... #EconSky #Academic #Inflation

New paper on the added value of diversifying across quant and fundamental investment styles. #FinSky #Investing #Quant #Stocks #Funds

Does private equity outperform public markets? Not, this paper argues, when it is measured appropriately. http://spkl.io/63320fhakQ #Finance #EconSky

Fantastic new research on historical default losses of investing in government bonds! Link to article: link.springer.com/article/10.1... #EconSky #HistorySky #FinSky #Investing #Bonds

1. Trump's tax cuts overwhelmingly help the rich 2. His spending cuts are targeted at the poor 3. Tariffs cost the poor a larger share of their income Roll these three regressive policies together and you get the largest redistribution from poor to rich in American history. The anti-Robin Hood.

This may be a contributing factor in why society is turning away from science... publications/research fraud has turned into a business. #Academic #Fraud #Paper #Publication

🚨 It's completely normal to lose 85% on your favourite stock. And we've got the charts to prove it! on.ft.com/3ZlyvFJ

New paper on the investment/divestment policies of investors when it comes to domestic and foreign high carbon emitting companies. Link to (open access) paper: doi.org/10.1016/j.jc... #sustainability #climate #investing #econsky #academic

Finally, economists have somebody to chat with: EconBERT! Link to paper: dx.doi.org/10.2139/ssrn... #EconSky #Economics #LLM #BERT #Academic

Do smart financially smart people own crypto? --> Crypto Ownership Among Young People in Italy Link to paper: dx.doi.org/10.2139/ssrn... #Crypto #Blockchain #EconSky #FinSky #Investing #Italy

Families' wealth in 1427 predicts their wealth in 2011.

Do Machine Learning Models Need to Be Sector Experts? #MachineLearning #ML #Investing #FinSky Link to paper: dx.doi.org/10.2139/ssrn...