Policy Tensor

Anusar Farooqui
Original research and essays. You should sign up for the paid subscription to support the work that it enables.
Created 19 Jan 2021
224
Posts
161
Likes
174
Comments
13
Mentions
  • The Term-Structure of Inflation Expectations
    09 Jan 2022 • 4 min read • 2 1
    Some interesting pushback from folks on econ twitter. People seem convinced that the current bout of inflation is broad-based. That result can hardly be argued with: But people seem to be less convinc...
  • How Broad-Based is Inflation?
    05 Jan 2022 • 5 min read • 4 4
    Adam Tooze is ‘not convinced that the current round of price increases should really be thought of as a general inflation at all.’ This seems to be a common perception in certain corners of the cognos...
  • Superstar Stocks
    21 Dec 2021 • 3 min read • 3 4
    ‘Only ten stocks really matter’, declared Robert Armstrong in a recent FT Unhedged newsletter. He showed that the returns on the 10 largest stocks have handily beaten the S&P 500 index over the past t...
  • The Logic of Erdogan's Wager
    05 Dec 2021 • 5 min read • 7 10
    The so-called Obama doctrine is a useful rule of thumb for historical actors, who, as it were, ‘don’t do stupid shit’. By that I mean that if you think that historical actors are doing something utter...
  • Why the Fed Will Hike Sooner Than You Think
    25 Nov 2021 • 5 min read • 4 2
    So, Powell’s back in the cockpit. Pity that a man always gets to take credit for a woman’s accomplishments. It was, after all, Lael Brainard who led the intellectual revolution at the Fed, ushering in...
  • Are US Investors Underweight China?
    26 Sep 2021 • 3 min read • 4 1
    Ray Dalio has been going around selling his long-winded story about China’s irresistible rise to anyone who would care to listen. As long-cycle theories go, his take is not entirely unpersuasive. His ...
  • Central Banking in the Planetary Impasse
    06 Sep 2021 • 10 min read • 10 9
    Politicians across the West relinquished their stewardship of the societal interest increasingly after the neoliberal counterrevolution. In his characteristically scathing style, Michael Lind noted in...
  • ESG and Carbon Pricing La La Lands
    28 Aug 2021 • 14 min read • 9 10
    In the Anthropocene, catastrophes—including the meta-catastrophe of runaway global heating—are man-made. Specifically, they are caused by an incongruence between elite discourse and ground realities. ...
  • A Note on US Military Policy
    15 Aug 2021 • 5 min read • 8 17
    The Biden administration has determined that maintaining the dependent regime in Afghanistan is not a vital US interest. Kabul should fall any day now. The United States, China, India and Russia are t...
  • Who has the highest survival probability? Biden, Xi, Putin or Modi?
    30 Jul 2021 • 2 min read • 4 1
    In today’s FT Swamp Notes, Edward Luce raises the question of the potential fate of the world’s most powerful leaders. Comparing Biden, Putin and Xi, he reckons that Biden has a less secure grip on po...
  • View More on Substack »