The well-parsed FOMC statement remains too cheery on growth, not concerned enough about inflation — and is totally irrelevant. What...
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Fascinating discussion a few weeks ago in welling@weeden with Albert Edwards and James Montier of Societe Generale, reprinted with...
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Interesting piece by Jim Grant, from his usually subscription only Grant’s Interest Rate Observer: "Nowadays, the consensus of...
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Here is today’s intriguing article from late yesterday: Bloomberg’s Jonathan Weil explains why the Fed does not follow GAAP....
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If you missed last night’s discussion of Greg Ip, the WSJ reporter who covers the Federal Reserve, be sure to catch it —...
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This mornings must read article is via the NYT’s Gretchen Morgenson and Vikas Bajaj on Credit Default Swaps: MBIA Debt Is Setting...
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Former Federal Reserve Bank of St. Louis President William Poole talks about monetary policy, the outlook for inflation and the housing...
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A little birdie at the WSJ told me that Greg Ip, their longtime Federal Reserve reporter, is leaving the Journal for The Economist. His...
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The 3rd and final part of the WaPo series is posted, and this one is subtitled: "How the housing bust started a panic in Florida,...
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The Fed is putting the spotlight back on inflation concerns: click for video
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