Coming To The Boil - US Overheating Watch #2
As global financial markets hunker down and await tonight's February labour market report which has the potential to be a blockbuster of epic...
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Coming To The Boil - US Overheating Watch #1
By popular demand and, with key US macro-economic indicators seemingly setting 20-year, even 50-year, highs on a near daily basis, this new...
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Unambiguously Hawkish Powell to Trigger Higher Yields and a Stronger Dollar
Fed chair Jeremy Powell indicated that full employment is "in the low 4s", inflation is going to get to 2% quite smoothly, and the economy was...
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No, Mr. Bond, I Expect You to Die
“No, Mr. Bond, I expect you to die!”That was the classic line from the film Goldfinger, which is aptly named considering today’s conditions. The...
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Chart of the Day: What Trump Should Be Tweeting About!
Evidence is building by the day that the US's economy late-cycle boom is now reaching boiling point in a text-book case of overheating (see Chart...
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