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Thoughts From The Divide: Bumps and Jumps

BY JON WEBB
At the risk of sounding like we’re going soft on Jerry and his pirate crew of crack forecasters, one might almost feel bad for the folks at the Eccles building. Despite their manifest belief that current real rates are restrictive, the economic “party goers” seem to be finding it very easy to keep going with the available supplies of punch. The takeaway seems to be that it’s hard to stop a party when fiscal policy keeps adding to the punchbowl. Grannie Yellen seems to love a booze up, followed by a Chinese banquet, and if we were honest, we might admit that’s pretty much been our MO for the last 15 years Read more →

Reciprocal Trump Tariffs to Trump January PPI Data

BY TEMATICA
January Retail Sales ahead, but why we're interested in the February Flash PMI data Read more →

NDR Fixed Income Allocation Strategy March 2025 Update

BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update Read more →
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