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Thoughts From The Divide - Archive

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Posts tagged unemployment
Liquidity and Labor - October 1, 2019

Zoltan Pozsar of Credit Suisse warned of potential problems in the dollar funding market before the Fed began its repo operations and is concerned that it needs to deliver deep rate cuts or potentially face “a fresh liquidity crisis”. Sylvain Leduc and Zheng Liu from the San Francisco Fed study the effects of automation on the labor share, concluding it has weakened “workers’ bargaining power”. Jonathan Tepper looks at workers and wages from a broader perspective in an oldie but goodie covering everything from mergers to CEO pay.

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Shaky Confidence and Italy - May 28, 2019

Recent US data, such as the Case-Shiller Home Price Index, Durable Goods Orders, and New Home Sales continue to underwhelm, but this could be related to current trade tensions. The Italian budget is back in the news as the European Commission and Italy are once again at odds.

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