Global PMI - 2017-10-03
Warsh the Reformer, Powell the Plodder
We’ll know in three weeks. Play it safe, or try to drain the Fed swamp?
Tax Cuts Start to Get Real
Just another term-sheet? No, the "unified framework" is the real thing. Tax cuts are coming.
Favorite Things - 2017-09-26
Rate Reductions vs. Full and Immediate Expensing
‘Survivor’: Palo Alto castaway relies on brain more than brawn
The West isn’t threatened by capitalism – but by the return of socialism. Niall Ferguson unedited.
On the September FOMC
Hurricanes be damned. Balance sheet normalization begins in October. Don’t fear it.