So let me make sure I completely understand this: If we back out all of the inflationary data from the CPI, and PPI, there is, um, no...
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One of our commenters today noted the 2 and 3 year yield curve inverted Here’s what that looks like, intraday: click for larger...
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I’ve been travelling, working on two killer projects (one finance related, the other, a deadly research piece on the music...
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There’s been a few comments intimating that, well, maybe an Inverted Yield Curve ain’t so bad. I have to disagree in the...
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There’s an interesting dynamic swirling around the impact of Oil and the likelihood (or not) of a possible recession. Some...
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Interesting WSJ discussion on the flattening yield curve: "Economists’ explanations for what is happening to yields vary, many...
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One of the differences between the prior 9 hikes and yesterday’s (as well as future hikes) has been the Real Federal Funds Rate....
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Instead of the usual posts on the FOMC meeting (Parsing the Fed and Economist’s reactions), today we will instead quote John...
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Two major themes we have been discussing for quite some time appear to be coming together: A) Real Estate, though not a bubble, is an...
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Here’s a real conundrum for ya: Who do you fight, the Tape or the Fed? That’s my takeaway from an interesting WSJ discussion...
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