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Posts tagged Beige Book
US Wages and Europeans NPLs - April 24, 2018

Beige Book, Richmond Fed, and Consumer Confidence data all support anecdotal evidence from Walmart and railroad companies that indicate significant tightness in the labor market and incoming wage increases. Mario Draghi gave a speech discussing Non-Performing Loans, which could have been subject to new rules, but were instead left to bank supervisor's discretion, to the chagrin of German Andreas Dombret.

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Wage Dynamics Revisited: The American Worker - April 17, 2018

Following up on the Philips curve conundrum, a number of sources, including Axios and the New York Times, examine dynamics affecting the labor market, including the opioid epidemic, decreased geographic mobility, and problems with worker retraining. Fed data pointed to shortages in the labor pool, while the Wall Street Journal covered companies hiring skilled teenagers to make up for labor shortages.

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