On the November Jobs Report
With the ECB's move, enough to justify a "liftoff" mistake. But it could be "one and reversed."
With the ECB's move, enough to justify a "liftoff" mistake. But it could be "one and reversed."
Long Treasuries aren't budging as "liftoff" nears: it's going to be "one-or-two and reversed."
Long Treasuries aren't budging as "liftoff" nears: it's going to be "one-or-two and reversed."
In her own words: more focus on labor and financial regulation; less on inflation.
Once more with feeling: an unelected prime minister brings supply-side reforms to Italy.
Putin stand downs, blames the Fed. And the world survives another test of contagion.
Sign of strength: by the data, this near-historic February chill should have produced zero jobs.
Europe might appease Russia -- is it just too expensive to fight a sanctions-war?
Yellen unchained -- no rules. Nevertheless, the era of infinite policy accommodation is over.
The words of a politico, not an independent policymaker. Unless she grows, trouble ahead.