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Raise rates? Warsh's conundrums
Inflation is stubbornly high, and the Fed mulls whether to raise rates.
Aug 3
•
John H. Cochrane
107
26
8
July 2026
AI regulation
I prepared two “weekly rants” on AI which will come out in a few weeks.
Jul 22
•
John H. Cochrane
156
43
22
Pay Your Debts: Alexander Hamilton
This is an essay I wrote for Hoover’s Freedom Frequency substack, in their series on the founders.
Jul 21
•
John H. Cochrane
87
9
10
Trade Basics
Follow the money past the initial recipient.
Jul 15
•
John H. Cochrane
128
25
9
Warsh's Challenges, Financial Regulation
I wrote two opeds on the future of the Fed for the Washington Post. Full text of the first one, focusing on monetary policy, in my previous post here…
Jul 10
•
John H. Cochrane
80
15
10
June 2026
Sluggish expectations
As part of a big revision of “Inflation”, a short book resulting from last year’s Brunner lecture, I wrote the following short section.
Jun 30
•
John H. Cochrane
57
10
8
Warsh's Challenges: Monetary Policy (full version)
This is an OpEd at the Washington Post. Their title: “How to protect the economy from the ghosts of 1979.” (Really 1951!) I posted an excerpt a month…
Jun 21
•
John H. Cochrane
74
12
8
On a report to the G7
The G7 (Group of 7) economic confab is on in the lovely Evian-Les-Bains, France.
Jun 18
•
John H. Cochrane
106
34
10
Wealth tax equilibrium accounting
The recent Piketty-Saez-Stiglitz revival of wealth taxes, ostensibly to improve the lot of the poor, makes many mistakes.
Jun 18
•
John H. Cochrane
169
62
24
Shock Accounting.
The lab-leak shock really caused inflation
Jun 14
•
John H. Cochrane
62
13
4
Supply Shocks and Nominal Anchors
Updating “Inflation,” I took “supply” and “demand” shocks more seriously, in a FTPL framework.
Jun 11
•
John H. Cochrane
53
3
1
Warsh's Challenges: Financial Regulation
This is an oped at the Washington Post, the second in a pair on Warsh’s challenges.
Jun 11
•
John H. Cochrane
45
11
2
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