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Vanishing Jobs Mystery
Sins of omission are catching up to the Labor Department
Sep 1
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FX Hedge
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Vanishing Jobs Mystery
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Gold Forecast in the White
But now what?
Aug 17
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FX Hedge
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Gold Forecast in the White
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16 Tons of Consumer Debt
I owe my soul to the company store...
Aug 11
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FX Hedge
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16 Tons of Consumer Debt
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A View from 30,000 Feet
Take a step back, take a deep breath, and take a moment
Aug 4
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FX Hedge
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A View from 30,000 Feet
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A Painful, but Inevitable, Return to Normalcy
Why normalizing Treasury's maturity schedule will disturb financial markets
Jul 28
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FX Hedge
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A Painful, but Inevitable, Return to Normalcy
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Why Are the Inflation Numbers Fake?
A little hedonic adjustment goes a long way
Jul 22
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FX Hedge
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Why Are the Inflation Numbers Fake?
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Are We in Recession Already?
Most people say yes, as do several indicators
Jul 14
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FX Hedge
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Are We in Recession Already?
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GDP=Grossly Distorted Picture
An honest review of the latest GDP print and where the next is headed
Jun 29
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FX Hedge
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GDP=Grossly Distorted Picture
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Making Sense of Macro Forecasts
How Three Fed Banks Produce Wildly Different Results
Jun 26
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FX Hedge
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Making Sense of Macro Forecasts
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More Evidence of Labor Market Weakness
Now the Federal Reserve Bank of Philadelphia is chiming in
Jun 15
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FX Hedge
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More Evidence of Labor Market Weakness
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May's Job Report Is an Onion
Stinky layer after stinky layer, and you're left with tears...
Jun 8
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FX Hedge
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May's Job Report Is an Onion
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How Deep Is the Dangerous Water?
Estimating the depth of the silent banking crisis
Jun 1
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FX Hedge
27
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How Deep Is the Dangerous Water?
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