Source: BAML, Fiscal Times I have been fairly agnostic on several issues related to where interest rates are heading. It...
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Of all the maddening things about this month’s Federal Open Market Committee meeting, perhaps the single most annoying is the hoopla...
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The Fed – Drunken Coxswain of the SS America Paul L. Kasriel The Econtrarian, March 17, 2015 Back on January 25, I penned...
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Form Strategas by way of Art Cashin of UBS: Everything old is new again. Here’s an interesting surprise from Jason’s...
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Do Lower Gasoline Prices Boost Confidence? Aditya Aladangady and Claudia R. Sahm FEDS Notes, March 6, 2015 A gallon of...
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Interesting analysis from Torsten Sløk of Deutsche Bank: Source: Torsten Sløk, Ph.D., Deutsche Bank Research
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This week, the NBC/Wall Street Journal poll on presidential contenders for 2016 came out. It was the usual sort of thing: Favorable...
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