Bring Back the Drachma!
The never ending sturm und drang over the state of Greek debt, membership in the euro zone and the potential shocks of a debt default...
NFP: Is Good News Bad News?
Over the years, I have spilled far too many pixels on how overhyped the monthly nonfarm payroll report is. What matters...
The Fed Raising Rates?
The Fed Raising Rates? David Kotok Cumberland Advisors, May 26, 2015 It’s not about when; it’s about the path to...
Why Are Interest Rates So Low?
Why Are Interest Rates So Low? Marco Del Negro, Marc Giannoni, Matthew Cocci, Sara Shahanaghi, and Micah Smith Liberty Street Economics,...
Druckenmiller: Look for Three Market Surprises in 2015
Stan Druckenmiller is betting on the unexpected. With one of the best long-term track records in money management, he is anticipating...
Dear Ben: Better Pace Yourself . . .
Dear Ben, If I might be so bold as to assume we can be on a first-name basis, let me be among of the first to say, congrats on the new...
How much weight does the FOMC put on inflation vs unemployment?
From Torsten Sløk, Ph.D.: When I discuss the timing of Fed liftoff with clients it is essentially a debate about how much weight the...