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 www.soberlook.com
Sober Look: According to Credit Suisse, the global commodity demand has peaked
| | soberlook.com
Sober Look: "Shorter part of the yield curve"?
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| | It was all going well when Draghi started speaking. Yes the ECB is "working" on a bond buying program. Until this comment came out: B...
| | digbysblog.net
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| | [AI summary] The article discusses the U.S. economy's strong post-pandemic recovery, highlighting its outperformance compared to other major economies and the effectiveness of fiscal policy over monetary policy in economic management.
| | libertystreeteconomics.newyorkfed.org
The Investment Cost of the U.S.-China Trade War - Liberty Street Economics
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| | Starting in early 2018, the U.S. government imposed tariffs on over $300 billion of U.S. imports from China, increasing the average tariff rate from 2.7 percent to 17.5 percent. Much of the escalation in tariffs occurred in the second and third quarters of 2019. In response, the Chinese government retaliated, increasing the average tariff applied on U.S. exports from 5.7 percent to 20.4 percent. Our new study finds that the trade war reduced U.S. investment growth by 0.3 percentage points by the end of 2...
| | croakingcassandra.com
Bernanke on inflation targeting | croaking cassandra
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| Former chairman of the Federal Reserve Board of Governors (and FOMC) Ben Bernanke was yesterday the first of two keynote speakers at the Reserve Bank's conference to mark 35 years of inflation targeting, which first became a formalised thing here in New Zealand. He indicated that he'd be speaking about inflation targeting in general and...