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www.soberlook.com | ||
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www.topdowncharts.com
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| | | | | Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. I send this report out late Friday NZ time and aim to cover a good mix of macro/ideas/risk topics, across a global macro/multi-asset universe. This week I covered the following topics/ideas:1. Policy Pulse: After a very busy week in central banking, we check in on some key charts, trends, and stats in global monetary policy settings. Some things stay the same, but a few intriguing | |
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soberlook.com
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| | | | | The Citi Economic Surprise index was fairly accurate in pointing to a US slowdown in the first half of 2012. One therefore should not dism... | |
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www.moneyandbanking.com
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| | | | | "Headline" inflation is making painful headlines again. In October, consumer prices rose by 6.2 percent from a year ago-the most rapid gain in at least three decades. Measures of trend inflation also are showing unsettling increases, with the trimmed mean CPI up by 4%. And there are reasons to believe that inflation will stay well above policymakers' 2% target for an extended period. In this post, we briefly summarize how we got here and argue that the Federal Reserve needs to change course now. In our v... | |
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www.moneyandbanking.com
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| | | Since May 2021, we have criticized the Federal Reserves lagging response to surging inflation. In our view, both policy and communications were inadequate to address the looming challenge. Early this year, we argued that the Fed created a policy crisis by refusing to acknowledge the rise of trend inflation, maintaining a hyper-expansionary policy well after trend inflation reached levels far above their 2% target, and failing to articulate a credible low-inflation policy. Against this background, we comm... | ||
