Fed Pleased With ‘Strong’ U.S. Economy, Repeats Call For ‘Gradual Rate Increases’
But what does Fed Chair Donald Trump think?
But what does Fed Chair Donald Trump think?
“For us, this is supremely important.”
Coal mine canaries?
In search of “Goldilocks”.
“Overall, the broad picture remains healthy”, but at the same time…
“…fewer choices, potentially less quality, less productivity and higher prices if we reverse globalization.”
If there’s elegance in simplicity…
In favor, that is.
This is *not* the base case, but someone will invariably pitch it as such.
“Although we are tactically bullish on risk assets in the short-term”…
On the off chance everyone decides to “punch back”…
Some random musings.
“We do not believe this decoupling will be sustainable. Either the rest of the equities must come under pressure or the financial sector must rally.”
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