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Posts tagged Philips Curve
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 indicates 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 the 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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All Things Fed & ECB Purchases - January 23, 2018

Bill Dudley gives a candid interview with the Financial Times, covering the business cycle, demographics, fiscal stimulus, the labor market, and the Phillips Curve. The ECB begins to taper, maintaining that purchases will last as long as necessary, while Jens Weidmann pushes for a specific end date.

 

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