On the August FOMC
The strong economy has strengthened strongly. Did I mention it is really strong?
Federal Reserve - 2018-07-31
Global Equity Risk Premia - 2018-07-29
China Is Losing the Trade War With Trump
It’s like a drinking contest: You harm yourself and hope your opponent isn’t able to withstand as much.
On the US/EU Trade Deal
It’s game-over. The US and the European Union are ganging up against China on trade.
US GDP - 2018-07-26
Favorite Things - 2018-07-25
Euro Area Recovery Monitor - 2018-07-25
The fallacy of obviousness
Like It or Not, Trump is Right about the Fed
If Powell is just a puppet, doesn’t somebody have to pull the strings?