Other posts

NDR Fixed Income Allocation Strategy October 2023 Update

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

PPI on Deck, CPI & Bank Earnings to Follow

BY TEMATICA
More retail presentations as the ICR conference continues. Read more →

Thoughts From The Divide: Is it safe?

BY JON WEBB
We were very sad to see that Warren Mosler has decided to take an extended break from posting on X. Mr Mosler has helped inform our views about the overall policy stance. Most of all, Mosler was right: tight monetary policy did not stop the economy, and those who bet on that lost. Fiscal was certainly a factor, although reasonable people might debate how much of a factor. But with Fed officials mostly of like mind in thinking it is time to cut rates (see quote above), the question we find ourselves asking is whether it is finally safe to bet against Mosler. Or, to put it another way, “Is the U.S. consumer tapped out?”. Read more →
Back to all posts →