Implications of the 2016 Election for Banks and Systemically Important Financial Institutions
Campaign promises rarely turn into specific actions, but when they do, they are necessarily impacted by the dynamics of the legislative process....
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Slower Income Growth Lurking
A shrinking work week and lackluster hourly wage growth amid higher inflation could be pinching consumers.A weak consumption report for February...
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Did the Fed Forget to Look at the February Inflation Report?
Core inflation may be heating up as the Fed is putting too much confidence in low energy prices.Most of the Fed's economic forecasts were little...
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Top Risk on Bets
DM short risk off trade is winding down with risk of a re test this week (EM’s outperformed marginally). We see the decline exhausting this week...
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Egypt on the brink
In the wake of what looks to be the second most deadly terror attack since 9/11 (the first being the horror that was Beslan), we look at the local...
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