Riksbankschef Erik Thedéen: Vi i dag är mer medvetna om begränsningar och sidoeffekter av centralbankers värdepappersköp

Det står klart att QE i stort sett haft förväntade effekter på finansiella variabler som långräntor och riskpremier av olika slag. Det gör det till ett lämpligt verktyg för att stabilisera finansiella marknader vid oro och kriser. 

Effekterna på realekonomin och inflationen är dock inte lika tydliga, bland annat för att svenska hushåll och företag primärt lånar till rörliga och inte fasta räntor.

- De negativa sidoeffekterna av värdepappersköp kan behöva beaktas i större utsträckning än vad man kanske tidigare räknade med.

DI 4 juni 2026

https://www.di.se/live/thedeen-stora-kop-av-vardepapper-en-risk-for-oberoendet/


“Warsh will find that the reality of large and growing deficits, the need for foreign funding, and, more critically, the equity market monster, that more than a decade of QE created, will simply limit his degree of freedom to act.”

https://englundmacro.blogspot.com/2026/04/a-treasury-fed-accord-qe-qt-usd.html


Vem har rätt; John Maynard Keynes eller Mattias Svensson?

- en redan empiriskt motbevisad keynesianism.

https://englundmacro.blogspot.com/2026/02/vem-har-ratt-john-maynard-keynes-eller.html



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