Most recent columns

Han Dieperink: Why a hawk like Warsh is cutting interest rates

Tue, 09 Jun 2026 10:03:13 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Han Dieperink, written in a personal capacity

Kevin Warsh has been sworn in as the seventeenth Chair of the Federal Reserve. But anyone who interprets his appointment as a victory for looser monetary policy has not been listening carefully. He stands for the exact opposite.

Han Dieperink: Greedflation 2.0

Tue, 26 May 2026 06:04:39 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Han Dieperink, written in a personal capacity

More than two years ago, greedflation was seen as a temporary phenomenon. The reasoning was straightforward: once inflation normalised, the cover under which companies could raise prices excessively would disappear. In an environment of 2% inflation, any company implementing 10% price increases on its own would lose market share. This market discipline was expected to put an end to greedflation. That may be true, but the story appears to have taken a new turn.

Han Dieperink: Wars drive innovation

Fri, 22 May 2026 06:02:04 +0200

^{This column was originally written in Dutch. This is an English translation.}

War is terrible, but the need to win drives innovation in a way that peace rarely manages to achieve.

By Han Dieperink, written in a personal capacity

Han Dieperink: The bull market is only halfway through

Tue, 12 May 2026 15:21:22 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Han Dieperink, written in a personal capacity

Since the autumn of 2022, I have been sticking to the ‘über-Goldilocks’ scenario: an economic and stock market environment that is almost too perfect. Not too hot, not too cold, but just right – and then a little bit more on top of that.

Han Dieperink: An oil shock does not necessarily lead to inflation

Tue, 14 Apr 2026 15:23:32 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Han Dieperink, written in a personal capacity

There is a strong likelihood that the oil shock resulting from the war in Iran will ultimately have a deflationary effect. That may seem strange. Surely a sharp rise in oil prices leads to higher inflation?