On the May FOMC
Ignore those data anomalies! Inflation doesn’t even need to be closely monitored anymore!
Federal Reserve - 2018-05-01
US GDP - 2018-04-26
Favorite Things - 2018-04-25
Euro Area Recovery Monitor - 2018-04-25
Conservatives eye new tax cut for capital gains
The 10-year at 3% – Bring It On!
The risk isn’t that the 10-year yield moves above 3%. The risk is that it doesn’t last.
Oil’s Bullish Bottlenecks
The upside case for crude isn’t OPEC cuts, but America’s infrastructure capacity limits.