Euro Area Recovery Monitor - 2018-12-12
US Unconventional CPI - 2018-12-11
US CPI/PPI - 2018-12-11
Can Trump Fire Jerome Powell? It’s a Political Question
US retailers shake up supply chains as tariffs bite
On the November Jobs Report
Powell says the labor market is “very strong.” Based on this report. It’s not even strong.
US Jobs - 2018-12-06
The Yield Curve: The World’s Worst Indicator, But…
The good news: Powell may or may not listen to Trump. He does listen to the yield curve.
On the Margin: Well, We Said “Brace Yourself”
A US/China trade deal will be done. For 90 days volatile markets will be told it won’t.