Parsing FOMC Minutes and Tariff Announcements I parsed the FOMC minutes. I think the Fed will hang tough. Seems only Bowman & Waller want to cut. All the others more worried about inflation than the labour market. I expect inflation to rise sharply & durably in... Read More
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20 Feb 25
Update: the FOMC Minutes - January FOMC
Minutes of the Federal Open Market Committee, January 28-29, 2025 I thought the most significant statement in the Minutes was this: “the effects of potential changes in trade and immigration policy as well as strong consumer demand. Business contacts in a number... Read More
20 Jun 21
How To Get (Almost) Everything Wrong Graciously
#Politics#Markets#Strategy Archive#Economy#Italy#US Dollar#Treasuries#Federal Reserve#Yield Curve#Bunds#Federal Open Market Committee (FOMC)
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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