Well, even the St. Louis Fed has caught wind of this reversal in USD : Indeed, it has been a nice run. Speaking of which, has anyon...
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European Inflation Breakevens Show...US Tax Reform Not Priced In?
Amidst the noise this week, there has been some chatter about increasing inflation expectations in Europe. This is certainly relevant given...
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Czech and Hungary Monetary Policy--Distant Cousins?
In one of last week’s post, I made some off-handed remarks about what makes a good macro trade, or in that case, what doesn't. Yes, yo...
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Friday Roundup: CNY Internationaliztion (not), Another FOMC One-Off Excuse, and Oil Demand
Today is the morning prices had to find me...from my wi-fi resistant hovel in the rural midwest I hear the treasury curve is bear steepen...
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"The Macro Renaissance" or "The Dollar is Dead, Long Live Macro"
Think about history’s great entrepreneurs: the people that set out to change the world, and did just that. Today’s best example is Elon Mus...
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The FOMC and "Surprising" Low Inflation: Careful Analysis or Willful Ignorance?
On Sunday, in a speech to the IIF, Janet Yellen again expressed her “surprise” at low inflation figures : “ Inflation readings over the pa...
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