113. Kan Kanada bli en del av EU?
Summary
This episode analyzes central bank normalization, noting that the Fed, Bank of Japan, and Bank of England are returning to conventional policy amid rising long-term rates and AI-driven growth. The hosts discuss the advanced flirtation between EU and Canada, where Ursula von der Leyen proposed an associated membership to Mark Carney, a move that triggered backlash from Donald Trump. Additionally, the program covers Europe’s record-low potato harvest caused by heatwaves, which poses new inflation risks, and concludes with a historical list of three times potatoes transformed the economy.
Topics discussed
Intro and episode overview
Fed rate hike and Kevin Warsh's market reception
Bank of Japan raises rates to 31-year high
Central bank normalization and the neutral rate (R-star)
Bank of England holds rates and pauses bond sales
Riksbanken outlook and Swedish krona weakness
EU-Canada relations and potential associated membership
European potato harvest shortage and inflation risks
Three times potatoes changed the economy
Outro and EFN content promotion
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