Recent Posts - page 2
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We Walked The Walk
Warsh agreed to increase interest rates and “take some accommodation away” implying monetary policy is still too loose and inflation is not coming down.
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Doug Noland: Unhinged Friday
They’re on a perilous path. And my analysis is not political. This is about a rapidly deteriorating global bond market environment, with a U.S. President/administration champing at the bit to overstep every boundary, to disregard all constraints, and to defy every limit. Unhinged Friday got us one full step closer to a crisis of confidence.
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Allocation Change Now
The rumors are about to play out.