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

Thoughts From The Divide - Archive

Newsletter Searchable Database

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

 
Posts tagged Wall Street Journal
September 17, 2019 - Central Bank Hullabaloo

More voices are being added to those questioning if central banks have “exhausted” their classical tools. Mario Draghi thinks fiscal policy needs to “take change”. The Fed was forced to step into repo markets as rates jumped for banks trying to borrow money or collateral.

Read More
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.

Read More
Labor Pressure and Housing - August 6, 2019

Amid trade tweet turmoil, the latest JOLTS data is a source of relative calm, with “little changed” used 20 times and Job Openings continuing to outnumber Total Unemployed. The housing market is feeling the heat from the labor market as shortages across construction occupations are at record levels and continue to cause problems for affordability.

Read More
Know Thy Nominee - July 8, 2019

Judy Shelton and Christopher Waller’s nomination to the Federal Reserve board leads us to dig into their pasts for clues to their policy views. Christine Lagarde is also a newly minted nominee, up for the presidency of the ECB, and though she is not an economist, has spent some time in the monetary policy trenches.

Read More
The Fed and Evolving QT - April 30, 2019

Following Ex-Fed Kocherlakota's call for a rate cut, WSJ's Nick Timiraos details the economic conditions that would lead current FOMC members to consider cuts. Meanwhile, yet another recent Fed paper on reserves, this time in the context of a potential repo facility, indicates that, when it comes to the level of "ample reserves", they are just "guesstimating".

Read More