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Day: August 2, 2022

Pozsar: Powell Would Risk US Depression To Slay Inflation

Pozsar: Powell Would Risk US Depression To Slay Inflation

August 2, 2022August 3, 202214 min read

Zoltan Pozsar has a subtle suggestion for those attempting to forecast inflation: Consider the possibility that the shocks emanating from an epochal macro realignment precipitated

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22 Comments on Pozsar: Powell Would Risk US Depression To Slay Inflation
‘Incredibly Uncomfortable’ Fed Hawks Circle Summer Stock Rally

‘Incredibly Uncomfortable’ Fed Hawks Circle Summer Stock Rally

August 2, 2022August 3, 20225 min read

“The Fed is in an incredibly uncomfortable position,” Nomura’s Charlie McElligott said Tuesday, amid a spate of soundbites from policymakers committing and recommitting to an

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3 Comments on ‘Incredibly Uncomfortable’ Fed Hawks Circle Summer Stock Rally
The Kolanovic Factor

The Kolanovic Factor

August 2, 2022August 3, 20228 min read

Whenever consensus turns even a semblance of cautious on equities and risk assets more generally, financial news portals tend to suggest “it’s fashionable to be

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US Job Openings Just Plunged. But Nowhere Near Enough

US Job Openings Just Plunged. But Nowhere Near Enough

August 2, 2022August 10, 20223 min read

US job openings fell more than expected in June, but hires were mostly unchanged and quits remained extraordinarily elevated, underscoring the intractability of inflationary labor

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7 Comments on US Job Openings Just Plunged. But Nowhere Near Enough
Zoltan Pozsar: ‘Welcome To The War Economy’

Zoltan Pozsar: ‘Welcome To The War Economy’

August 2, 2022August 5, 20228 min read

“Welcome to the war economy, where heads of state matter more than heads of central banks,” Zoltan Pozsar wrote, in an ambitious new piece called

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10 Comments on Zoltan Pozsar: ‘Welcome To The War Economy’

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