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Why Global Markets Haven’t Been Troubled By Brexit

March 13, 5:00 pm EST We haven't talked much about the Brexit drama. Why?  Because it has been noisy, yet unlikely to…

Central Banks Remind Us Of The Post-Crisis Script: ‘Whatever It Takes’

January 24, 5:00 pm EST With two big central bank meetings behind us this week, and the Fed on deck…

Market Rates Are Finally Adjusting To Fed Tightening

October 4, 5:00 pm EST  The move in rates continued to spook markets today.  The 10-year yield traded as high…

Italy May Force The Hand Of The EU Toward Fiscal Stimulus

September 28, 5:00 pm EST  Back in May, the populist movement that gave us Grexit, Brexit and then the Trump…

Pro-Growth Policies Are Just Beginning To Show Up In The Data

June 13, 5:00 pm EST Watching the media and expert community digest the Fed decision is always interesting. They are…

EM Currency Weakness May Force Convergence On Global Monetary Policy, Sooner Rather Than Later

May 16, 5:00 pm EST We’ve talked about the stock market’s discomfort with the 3% mark in rates. People have…

This Central Bank Will Trigger A Spike In U.S. Interest Rates

December 19, 4:00 pm EST Remember, the Fed met last week and hiked rates for the third time this year,…

Fed Meeting Less Important Than Next Week’s Meeting In Japan

December 2, 2017, 4:00 pm EST We have big central bank meetings this week.  Let’s talk about why it matters (or maybe doesn’t).…

Why Fiscal Stimulus Will End The Low Inflation Era

October 31, 2017, 4:00pm EST Let’s take a look today at what fiscal stimulus might do to inflation. The central…

Will The ECB Set Off Taper Tantrum 2.0?

  October 23, 2017, 4:00 pm EST We talked yesterday about the move in interest rates. We have the collision of…