Thoughts From The Divide – Fed Curves, Shakey Manufacturing and Counting European Chickens

“We have not seen clear progress” While this section’s title may evoke a sense of déjà vu, it is hot of the presses from Jerome Powell’s latest speech. His talk on “Inflation and the Labor Market” came with several hawkish quotes, including “by any standard, inflation is too high”, “I will simply say that we […]


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