“It’s essential that we move with urgency — inaction will produce a self-reinforcing downturn causing
Day: December 1, 2020
A Bridge (To Nowhere?)
Speaking to Congress on Tuesday, Jerome Powell said it’s “premature” to pull back on support
Cookin’ With Grease And Pushin’ On A String: Nomura’s McElligott On 2021 Outlook
On Monday, while documenting what I generically described as “a month to remember” (usually I
‘Let’s Hope’: The OECD’s Latest Outlook And The Absurdity Of The Austrian ‘Reset’
Six months after declaring COVID-19 “a global health crisis without precedent in living memory” and
Manufacturing Employment Index Back Below 50 As ISM Decelerates From Peak
ISM manufacturing, the first of this week’s top-tier data out of the US, was a
For All The Hyperinflation Talk, There Sure Is A Lot Of Deflation Going Around
At a time when too many market participants are seemingly terrified of hyperinflation (or at
Recoveries And Trust Issues
Global equities were buoyant to start the final month of 2020, rebounding from an uninspired
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