Rasmus Berner
@rberner.bsky.social
Danish - Economics and development
Reposted by Rasmus Berner
Den offentlige ØMU-gæld i #dkøko lå på 888 mia. kr.=29,7 pct. af BNP ultimo 2. kvt. 2025 > bundrekord på 26,4 pct. af BNP i 2008.
MEN ØMU-gæld er bruttogæld.
Medregnes de finansielle aktiver er den offentlige nettoFORMUE på 776 mia. kr. 2. kvt. 25 = 25,9 pct. af BNP = rekord høj #dkpol
MEN ØMU-gæld er bruttogæld.
Medregnes de finansielle aktiver er den offentlige nettoFORMUE på 776 mia. kr. 2. kvt. 25 = 25,9 pct. af BNP = rekord høj #dkpol
October 29, 2025 at 8:34 AM
Reposted by Rasmus Berner
This graph, on the growth of passive funds, comes from Apollo's Torsten Slok who lists the following three implications:
"1. Reduced market efficiency and price discovery
2. Increased market concentration and volatility
3. Growing correlation and systemic risk"
#markets #investing #investors#Apollo
"1. Reduced market efficiency and price discovery
2. Increased market concentration and volatility
3. Growing correlation and systemic risk"
#markets #investing #investors#Apollo
September 15, 2025 at 1:31 PM
This graph, on the growth of passive funds, comes from Apollo's Torsten Slok who lists the following three implications:
"1. Reduced market efficiency and price discovery
2. Increased market concentration and volatility
3. Growing correlation and systemic risk"
#markets #investing #investors#Apollo
"1. Reduced market efficiency and price discovery
2. Increased market concentration and volatility
3. Growing correlation and systemic risk"
#markets #investing #investors#Apollo
Reposted by Rasmus Berner
Finally, I don't think people appreciate just how much re-inflation we've had. Last year core PCE inflation was 2.8%. It was forecasted to fall to 2.2% in the first half of this year, instead it was 3.0% (annual rate).
July 30, 2025 at 1:34 PM
Finally, I don't think people appreciate just how much re-inflation we've had. Last year core PCE inflation was 2.8%. It was forecasted to fall to 2.2% in the first half of this year, instead it was 3.0% (annual rate).
Reposted by Rasmus Berner
Can’t think of more appropriate late-summer content than a dive into cross-border repo and the phenomenon of negative collateral haircuts. on.ft.com/41jhBIB
The negative-haircut repo market phenomenon
Reverse clickbait alert
on.ft.com
July 30, 2025 at 8:01 AM
Can’t think of more appropriate late-summer content than a dive into cross-border repo and the phenomenon of negative collateral haircuts. on.ft.com/41jhBIB
Reposted by Rasmus Berner
Ugly numbers lurk in the books of China’s local governments. Central authorities hope that a reform known as “zero-based budgeting” will help them clean things up
China’s local governments are approaching a fiscal black hole
Can provincial DOGE-ing help them avoid it?
econ.st
July 11, 2025 at 12:00 PM
Ugly numbers lurk in the books of China’s local governments. Central authorities hope that a reform known as “zero-based budgeting” will help them clean things up
Reposted by Rasmus Berner
Danmark har brug for flere ingeniører og IT-specialister. Uden dem kommer hverken den grøn omstilling, digitalisering eller en øget evne til at producere vores egne produkter. Det viser en ny prognose fra @ida.dk #dkøko #dkpol. mere hos
@berlingske.bsky.social
@berlingske.bsky.social
May 13, 2025 at 6:15 AM
Danmark har brug for flere ingeniører og IT-specialister. Uden dem kommer hverken den grøn omstilling, digitalisering eller en øget evne til at producere vores egne produkter. Det viser en ny prognose fra @ida.dk #dkøko #dkpol. mere hos
@berlingske.bsky.social
@berlingske.bsky.social
Reposted by Rasmus Berner
Den bedste analyse var et meme. GG thx for playing
April 9, 2025 at 5:44 PM
Den bedste analyse var et meme. GG thx for playing
Reposted by Rasmus Berner
New blog post:
Trump's Tariffs and the Fed: A 1970s Velocity Nightmare in the Making
marketmonetarist.com/2025/02/08/t...
Trump's Tariffs and the Fed: A 1970s Velocity Nightmare in the Making
marketmonetarist.com/2025/02/08/t...
Trump’s Tariffs and the Fed: A 1970s Velocity Nightmare in the Making
The latest University of Michigan Consumer Sentiment Survey delivers a stark warning about U.S. monetary stability. Following Trump’s return to the presidency in the November 2024 election, i…
marketmonetarist.com
February 8, 2025 at 9:38 AM
New blog post:
Trump's Tariffs and the Fed: A 1970s Velocity Nightmare in the Making
marketmonetarist.com/2025/02/08/t...
Trump's Tariffs and the Fed: A 1970s Velocity Nightmare in the Making
marketmonetarist.com/2025/02/08/t...
Reposted by Rasmus Berner
Som jeg har sagt hele tiden: Der er også store uenigheder i det republikanske parti, og Trump er ikke en diktator. Når det er sagt, forventer jeg, at republikanerne øger underskuddet endnu mere. Ligesom sidst.
www.reuters.com/world/us/us-...
www.reuters.com/world/us/us-...
House Republicans divided over how to pay for Trump’s tax cuts
The Republicans need near-total unity as they prepare to vote on a fiscal 2025 budget resolution—a critical step toward passing Trump's agenda of tax cuts, border and immigration reform, energy deregulation and increased military spending.
www.reuters.com
January 26, 2025 at 3:53 PM
Som jeg har sagt hele tiden: Der er også store uenigheder i det republikanske parti, og Trump er ikke en diktator. Når det er sagt, forventer jeg, at republikanerne øger underskuddet endnu mere. Ligesom sidst.
www.reuters.com/world/us/us-...
www.reuters.com/world/us/us-...