JOHN H. COCHRANE
June 11 2026. An Oped at the Washington Post, with Amit Seru. This time, we outline the challenge to fix financial regulation. Before the next blowup and bailout, we hope!
May 20 2026. Oped at Washington Post. Their title is “How to protect the economy from Trump — and the ghosts of 1979,” but this has nothing to do with the President. (Must everything be Trump derangement?) Lower rates because AI is coming? Or fight oil and tariff inflation? How should the Fed react to fiscal pressure? What to do about broken models and forecsasts?
April 1 2026. Wall Street Journal. Oil shocks only cause inflation and recession if bad policies follow, in particular subsidies to pay higher prices, price caps, rationing, export controls, windfall profits taxes, and sleepy central banks.
This section is a compilation of op-eds, bigger blog posts, talks, and a few articles, aimed at an audience that doesn't want an equation every three lines.
Academic talks and comments are on the research page. My blog contains more topical commentary. This is organized (roughly) by subject and then reverse chronological order. Note: external links seem to die over time, especially to media.