The NY Post’s John Crudele takes the BLS to task for the “Business Life/Death” Hedonic adjustments. Glad someone in the...
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I had a nice chat last week with someone from Wired who is totally in sync with Apple’s idea of digitizing all music. She found me...
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I wrote earlier that the sooner the Fed hikes, the better. Here’s the opposing view from an anonymous colleague: The FED is between...
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As per our previous discussion regarding the market adapting to the concept of presidential incumbent vulnerability: “President...
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Goldman Sachs strategist Bill Dudley to the Fed: Tighten already! “Market participants have already lost confidence in the monetary...
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Nice chat with the WSJ today regarding Iraq, the President, the Deficit and looming tax increases: Finding out what’s behind the...
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The new column is up at “Market Adapts to Ugly Realities” is up on Real Money. As always, the full piece is subscription...
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05/10 4:11P (DJ) DJ MARKET TALK: Aren’t Higher Rates Already Priced In? (Dow Jones) Maxim strategist Barry Ritholtz is amazed how...
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We said last week we expect the market will behave much better once the Fed finally gets past the first rate hike. But at the risk of...
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Long-term chart of the 10-year shows rates have moved off the lows in July 2003. In our view, the market has been expecting increases for...
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