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Posts tagged William Dunkelberg
Talk, Beliefs, and Feelings - October 8, 2019

Though the NFIB data “shows no sign of a recession”, “mumblings about a coming recession… are becoming more prevalent, and this is contagious”. Robert Shiller shares the NFIB’s concerns and believes there is a “risk” that we “talk ourselves into a recession”. A BIS report on unconventional monetary policy further highlights the importance of beliefs, arguing that the effectiveness of policies depends on “the public’s belief about their effectiveness”.

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Small Businesses and Negative Rates - August 13, 2019

While doom and gloom is making headlines, “the small business sector remains exceptional”, though difficulty finding workers continues to hinder growth. As negative rates make headlines, Alan Greenspan assure us “it’s not that big of a deal” and argues that current dynamics “won’t last long”.

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