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Posts tagged Jackson Hole
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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Construction and Curves - August 21, 2018

Richmond Fed’s Sonya Waddell weighs in on the momentum in the construction labor market, construction headwinds, and the opioid epidemic. Ahead of the Jackson Hole symposium, Atlanta Fed's Bostic worries about inverting the curve while Dallas Fed's Kaplan notes its correlation to recessions.

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