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Posts tagged CNBC
Low Rate Pushback - September 10, 2019

Central banks are meeting in the coming weeks to determine how much they will cut rates. Lower rates are causing some pushback from banking officials. Even Japanese bankers are pushing back against negative rates. John Hempton explains why banks might be right to push back about negative rates.

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Economic Curves and U-Turns - August 27, 2019

The 2s-10s curve his back on the radar as it inverted before the latest Trump tweets and Jackson Hole, but research from the NY Fed finds the 10year - 3month spread to be a netter recession predictor. Larry Summers, the San Francisco Fed, and Bill Dudley all surprised us this week as they made U-turns from their precious positions on various economic topics including QE, negative rates, and Fed independence.

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Challenging the Status Quo - August 20, 2019

The domestic status quo is shifting: CEO’s are reconsidering the purpose of a corporation, Big Tech is under antitrust investigation, and Big Pharma faces backlash from those affected by the opioid crisis. The international economic and political picture continues to be unruly with surprising and turbulent political developments adding to gloomy growth outlooks.

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Complicated Housing & Fed Preparation - April 23, 2019

The divergence in recent housing data both across price points and between new and existing housing imply complex dynamics going on under the surface. Also, while the Fed has cooed before, an ex-Fed president has gone as far as to say that the next move should be a rate cut.

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