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After the recession, a new dynamism will emerge
January 18, 2023
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AMZN
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INTC
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AAPL
AMZN
From
MarketWatch
Increasing interest rates to fight inflation would bring lots of pain but little gain
December 08, 2022
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FF00
BX:TMUBMUSD10Y
CL00
From
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Without more immigrants to America, high interest rates and sluggish growth will persist
December 06, 2022
Tickers
SPX
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FF00
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SPX
From
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Inflation won’t bail out taxpayers from the rising burden of federal debt
December 06, 2022
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FF00
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High debts and stagflation have set the stage for the mother of all financial crises
December 02, 2022
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SPX
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SPX
FF00
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The Federal Reserve is poised to punish workers even as paychecks have been shrinking
December 02, 2022
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COMP
DJIA
SPX
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COMP
FF00
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The neutral interest rate is 6%—much higher than Fed policy makers admit
November 30, 2022
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COMP
DJIA
META
SPX
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From
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What Bullard got wrong about a 7% fed funds rate (and why he said it anyway)
November 17, 2022
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SPX
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FF00
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SPX
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Why inflation will likely stay sky-high regardless of which party wins the midterms
November 02, 2022
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CL00
FF00
RB00
From
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What NASA knows about soft landings that the Federal Reserve doesn’t
November 01, 2022
Tickers
DJIA
SPX
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DJIA
BX:TMUBMUSD10Y
FF00
From
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The Fed needs to jack up interest rates a lot more to bring inflation back under control
October 12, 2022
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CL00
NG00
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From
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Leading indicators show inflation is slowing, but Fed policy makers are too busy looking in rearview mirror to notice
October 11, 2022
Tickers
COMP
SPX
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SPX
COMP
From
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The Federal Reserve thinks inflation is higher than it actually is because it’s following flawed information
September 27, 2022
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The dollar will remain strong as long as fundamentals and the Fed allow
September 21, 2022
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Why the Fed keeps its focus strictly on the U.S. economy even as its actions could push the whole world into recession
September 21, 2022
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Americans are feeling poorer for good reason: Real household wealth plunged at record 20.9% rate in second quarter
September 09, 2022
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COMP
DJIA
SPX
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SPX
DJIA
FF00
From
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Why inflation is so tough to tame
September 07, 2022
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AMZN
SBUX
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AMZN
SBUX
From
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House prices plunge after double-digit increases — but relief won’t show up in inflation reports anytime soon
August 30, 2022
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FF00
From
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The Fed is not getting cold feet about wrestling inflation to the ground, so stop misreading its minutes
August 18, 2022
Tickers
DJIA
SPX
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SPX
DJIA
FF00
From
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Inflation hasn’t peaked yet because rents are still rising fast
August 10, 2022
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FF00
RB00
From
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Are you confused about why there are so many different inflation measures? We can explain.
August 09, 2022
Tags
BX:TMUBMUSD10Y
C00
RB00
From
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Workers are falling behind inflation with every paycheck, but that won’t reassure a Fed determined to quash inflation
August 05, 2022
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FF00
From
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Four fairy tales that stock market investors and economic policy makers are telling themselves
August 04, 2022
Tickers
DJIA
GDOW
SPX
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BX:TMUBMUSD10Y
GDOW
DJIA
From
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Higher prices lead to higher wages, which fuel higher prices. The Fed must break this cycle with aggressive rate increases.
August 03, 2022
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FF00
RB00
UK:BRN00
From
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It will be the Fed’s fault if the economy crashes into recession
July 28, 2022
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FF00
From
MarketWatch
A revolution on the supply side is needed to defeat inflation without crushing the global economy
July 01, 2022
Tickers
SPX
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FF00
W00
CL00
From
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Stocks could drop 50%, Nouriel Roubini argues. Things will get much worse before they get better.
June 30, 2022
Tickers
COMP
DJIA
GDOW
SPX
Tags
COMP
FF00
CN:SHCOMP
From
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Why are Americans so grumpy about the economy? They’ve never lost so much purchasing power in one year, as the stimulus dries up and inflation boils over
June 29, 2022
Tickers
SPX
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SPX
FF00
BX:TMUBMUSD10Y
From
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I knew Paul Volcker (who slew the Great Inflation), and Jerome Powell is no Paul Volcker
May 25, 2022
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FF00
From
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The Fed doesn’t deserve all of the blame for this inflation surge
May 04, 2022
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