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The economy, macroeconomic policy, and the fixed-income market's probabilities of what happens next.

Friday, January 02, 2009

FT Today: Paulson Says Crisis Sown by Imbalance

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Dog bites man headline to start. Later in the article we get this: “Excesses . . . built up for a long time, [with] investors looking for y...
8 comments:
Thursday, December 18, 2008

ZIRP & The Economy To Emerge

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In this attempt to get the economy going again a deep breath and a bit of thought seems in order. If the problem today is that consumers are...
Tuesday, December 16, 2008

ZIRP!

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ZIRP reads more like one of those words in a Don Martin cartoon in Mad Magazine. You know, several panels of some funny looking guy eating a...
Thursday, February 01, 2007

FOMC, GDP, ISM and YOU

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Not sure the iambic pentameter is working here, but hopefully the title catches your attention to the onslaught of data and the Fed. Stronge...
5 comments:
Wednesday, January 24, 2007

Some Berry Good Thoughts . . . . So What Does Trigger The Fed

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In today's Bloomberg, John Berry writes that the Fed is going to do more of the same -- watch, wait, and note that the greater risk is ...
10 comments:
Monday, January 22, 2007

Silent Savants, Golden Moments

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Readers of this blog should be expressing a "what took so long" approach to the market sell-off rather than any suprise. The theme...
Friday, December 15, 2006

Bonds Spinning In Place

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The Fed told us to relax, watch the data mix and reevaluate in six weeks. The market, doing its reflexive best, reacts to every bit of data ...
5 comments:
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Steve Blitz
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