Out of the Box #12: What if the deacceleration of EZ inflation starts to outpace that of the US?
With the disinflation narrative starting to catch momentum, a long-awaited process that we have anticipated would kick in late Q1 or early Q2, we...
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Equities Watch: Today’s Philly Fed Figures Make For Bullish Reading
Welcome to this fourth release in our “Business Cycle Week”, where, besides addressing the just released Philadelphia Fed Manufacturing Survey,...
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Trump's Foreign Policy Echo-Chamber Allows the Narrowest Corridor for Peace with Iran/DPRK
Both the uber-hawk who is his new NSA, and the super-hawk seeking Senate confirmation as Secretary of State, agree with President Trump's antipathy...
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Measuring Rally Caps
Counter trend rally call in the global cycle is now coming through after some heart wrenching support tests Thursday. We are targeting S&P...
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