Lukasz Rachel on Non-Ricardian Macroeconomic Policy and Its Implications for Inflation

卢卡什·拉切尔论非里卡迪安宏观经济政策及其对通货膨胀的影响

Macro Musings with David Beckworth

2025-11-17

51 分钟
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Lukasz Rachel is a former Bank of England economist and currently is an assistant professor of economics at the University College of London. In Lukasz's first appearance on the show he discusses his big career breaks, the implications of secular stagnation in the industrialized world, what is next for R-star, what non-Ricardian macro policy looks like, his policy prescriptions for the US, and much more. Check out the transcript for this week's episode, now with links. Recorded on October 29th, 2025 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow Lukasz on X: @LukaszRachel Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Subscribe to David's new BTS YouTube Channel  Timestamps 00:00:00 - Intro 00:01:42 - Lukasz's Career 00:07:30 - Secular Stagnation in the Industrialized World 00:21:08 - What Next for R-Star? 00:36:11 - Brothers in Arms: Monetary-Fiscal Interactions 00:49:53 - Policy Recommendations 00:51:03 - Outro
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  • Welcome to Macro Musings,

  • where each week we pull back the curtain and take a closer look at the most important macroeconomic issues of the past,

  • present, and future.

  • I am your host, David Beckworth,

  • a Senior Research Fellow at the Mercatus Center at George Mason University,

  • and I'm glad you decided to join us.

  • Our guest today is Lucas Rachel.

  • Lucas is a former Bank of England economist and is now at the University College of London.

  • He has written widely on secular stagnation, R-star,

  • and monetary-fiscal interactions, and he joins us today to discuss them.

  • Lucas, welcome to the program.

  • Thank you for having me, David.

  • It's a great pleasure to be here.

  • It's great to have you on.

  • Now, when I first met you, it was back in January 2020.

  • And the warm and wonderful San Diego, it was the American Economic Association meetings.

  • And you and Larry Summers were presenting a paper and secular stagnation.

  • And I remember it so vividly because I was blown away by it.

  • And we're going to come back to it.

  • But one of the key claims you made in it is, man,