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Just like Jay Powell is surely hoping for some help from Mother Nature, the central bankers at the BoJ have to be wishing for more... [Read More]
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Too much debt. Deleveraging. The debate over the right size of the credit market isn't going to be solved. Like it or not, the US... [Read More]
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The National Association of Realtors (NAR) Thursday picked right up where we left off Wednesday. The Census Bureau had reported another month suggesting... [Read More]
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The US is going it alone. The rest of the world isn't so synchronized like it was, purportedly, in 2017. No matter, at least for... [Read More]
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On June 10, 2013, Brazil's central bank announced an allotment of 40,000 currency swap contracts at auction. This was the second operation carried out in... [Read More]
Back in March, the Kansas City branch of the Federal Reserve stated the obvious. US home construction was stuck near the lowest level in the... [Read More]
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Back in March, the Kansas City branch of the Federal Reserve stated the obvious. US home construction was stuck near the lowest level in the... [Read More]
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You never quite know what you're going to get with each monthly update. High frequency data tends to be noisy anyway, more so in the... [Read More]
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What has changed in China? Many if not most in the West haven't yet caught on because they can't conceive of where all this might... [Read More]
By the time Shinzo Abe had been elected, he already had the wind at his back. At least it could have been described that way... [Read More]
If everything was going to plan, non-standard monetary policy at the zero lower bound (QE) would have raised inflation expectations increasing the level... [Read More]
Industrial Production in the United States increased by 4.9% year over year in August 2018. That's the best for American industry in 92 months going... [Read More]
It's no longer possible to know what state Chinese industry may be in. This is no small matter. Industrial production in China is the bedrock... [Read More]
Mario Draghi doesn't have a whole lot going for him, but he is at least consistent - at times (yes, inconsistent consistency). Bloomberg helpfully reported... [Read More]
Cushing, OK, delivered what it could for the CPI. The contribution to the inflation rate from oil prices was again substantial in August 2018. The... [Read More]
We've been here before. Economists and central bankers become giddy about the prospects for success, meaning actual recovery. For that to happen, reflation must... [Read More]
Is it a shortage of workers or a shortage of work? Structural issues with Americans and who they are, or macro issues about which Americans... [Read More]
Over the weekend, another European nation turned toward the populist direction. It was enough to get one's attention when Italy did it, but Sweden is... [Read More]
In the absence of a booming economy, one has been conjured from a select few employment statistics. The catalog, beginning in 2014, consisted of a... [Read More]
For the first half of the Great Recession, China and the rest of the EM world seemed immune. It was American subprime mortgages that we... [Read More]
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