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Out of the Frying Pan, Into the Fire
Treasury just had its worst August ever and things are getting worse
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FX Hedge
5
Vanishing Jobs Mystery
Sins of omission are catching up to the Labor Department
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FX Hedge
1

August 2024

Gold Forecast in the White
But now what?
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FX Hedge
16 Tons of Consumer Debt
I owe my soul to the company store...
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FX Hedge
1
A View from 30,000 Feet
Take a step back, take a deep breath, and take a moment
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FX Hedge

July 2024

A Painful, but Inevitable, Return to Normalcy
Why normalizing Treasury's maturity schedule will disturb financial markets
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FX Hedge
2
Why Are the Inflation Numbers Fake?
A little hedonic adjustment goes a long way
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FX Hedge
10
Are We in Recession Already?
Most people say yes, as do several indicators
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FX Hedge
1

June 2024

GDP=Grossly Distorted Picture
An honest review of the latest GDP print and where the next is headed
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FX Hedge
Making Sense of Macro Forecasts
How Three Fed Banks Produce Wildly Different Results
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FX Hedge
1
More Evidence of Labor Market Weakness
Now the Federal Reserve Bank of Philadelphia is chiming in
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FX Hedge
2
May's Job Report Is an Onion
Stinky layer after stinky layer, and you're left with tears...
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FX Hedge
2
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