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4min chapter
Frances Donald: The Yield Curve Signals A Huge Warning
The Macro Trading Floor
The Fed Can't Control Core Inflation
Economy is pointing south, butfor one particular element, it's not inflation. So what do you make of the fete put in the context of inflation may be rising even more over summer? We can't manage energy and food costs, which has now become a very popular line. But cherpaa was pretty clear, it's headline inflation that he's watching. How peculiar the emphasis put on the university of michigan long term inflation expectations data point. And like you, i'm just looking at it from bottom up and top down.
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