Macro Intelligence 2 Partners - Independent Macroeconomic Research
generic banner.jpg

Thoughts From The Divide - Archive

Newsletter Searchable Database

website banner.jpg
 
MI2 Logo No Background.png
 

Search our Thoughts from the Divide catalog to find topics of interest:

 
Posts tagged Fed
Quantitative Tightening & Auto Sales - April 9, 2019

This week we look at the recent flare up in Trump-vs-the-Fed battle over quantitative tightening and examine some peculiar dynamics in the auto sector via subprime auto loans.

Read More
Superlative Labor & Missing Inflation - March 12, 2019

New Unemployment Rate data continues to surprise forecasters to the downside as job creation was at a record high. The strong labor market has economists puzzled over the lack of inflation, prompting the Fed to review their strategy, including looking at BoJ-inspired price controls.

Read More
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.

Read More
Shades of Dove and Volatility - January 15, 2019

Whether you are bullish or bearish, the right side of the trade in Fed speak has been dovish. Current and previous Fed officials have been worried that the Fed is looming on policy error and could tip the economy into a recession. Also, Chris Cole of Artemis Capital thinks more volatility will show up in the markets.

Read More