On the March FOMC
After all the brave talk about “first stirrings” of inflation, the “dots” come down -- again.
Federal Reserve - 2016-03-16
US Unconventional CPI - 2016-03-16
US CPI/PPI - 2016-03-16
Oil’s Bull Market in a Month
It turns out that everything the oil market thought it knew was wrong.
DisTrumption: What I Saw In Chicago
It was carefully staged, based on a stable game-theoretic position that works for all sides.
On the March ECB Policy Decision
Is an easier ECB what the euro area needs? Even Draghi doesn’t really believe that.