@TBPInvictus here: I’m not an economist, but I count several very good ones among my friends. (Exciting, right? Note to self: get...
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In the bond market, you can get liquidity or safety or yield — but not all three at the same time. Sometimes, even two out of three...
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It should be easy to at least get the direction of interest rate changes correct, most of the time. Instead as we see in the chart here,...
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I really like this graphic and commentary from Deutsche Bank’s Torsten Sløk: Source: Deutsche Bank Torsten Sløk...
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Monetary Policy Renormalization Narayana Kocherlakota | President Federal Reserve Bank of Minneapolis Philadelphia Fed Policy Forum...
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From Torsten Slok: I’m getting a lot of emails and phone calls from clients following the recession-level ISM number that just came...
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You’re the Fed Chairman. What Would You Do? Raising interest rates isn’t such an easy call. Bloomberg, November 30, 2015...
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For this morning’s column, I want you to engage in a little thought experiment. Based on the e-mails readers have sent, many of you...
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