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Thoughts From The Divide - Archive

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Posts tagged Ben Bernake
Inflation and The Fed - February 5, 2019

While last Friday’s data dump all pointed to robust growth in the US, it seemed like the market was mostly focused on the hemming and hawing of the Federal Reserve. This week, we look at three interesting pieces that help make sense of it all.

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Cause and Effect - January 29, 2019

Jerome Powell and the Federal Reserve do not see the Fed Balance Sheet runoff creating problems, but the tide may be changing as QT may reverse the virtuous cycle created by QE. Recent housing data has further shown mixed signals and the government is a bit worried about mortgage lenders.

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