Unambiguously Hawkish Powell to Trigger Higher Yields and a Stronger Dollar
Fed chair Jeremy Powell indicated that full employment is "in the low 4s", inflation is going to get to 2% quite smoothly, and the economy was...
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No, Mr. Bond, I Expect You to Die
“No, Mr. Bond, I expect you to die!”That was the classic line from the film Goldfinger, which is aptly named considering today’s conditions. The...
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Chart of the Day: What Trump Should Be Tweeting About!
Evidence is building by the day that the US's economy late-cycle boom is now reaching boiling point in a text-book case of overheating (see Chart...
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Chart of the Day:Â Smouldering Intensity
Fed Chair Alan Greenspan was a famous data maven, reportedly regaling his FOMC colleagues with arcane data series such as forklift truck sales in...
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Volatility's Return and the Rising Risk of Policy Error
With the US now set to have fiscal deficits in excess of 5% of GDP annually over the next 12 years, at a time when the public debt/GDP ratio is...
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