Did the Fed Forget to Look at the February Inflation Report?
Core inflation may be heating up as the Fed is putting too much confidence in low energy prices.Most of the Fed's economic forecasts were little...
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Top Risk on Bets
DM short risk off trade is winding down with risk of a re test this week (EM’s outperformed marginally). We see the decline exhausting this week...
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Egypt on the brink
In the wake of what looks to be the second most deadly terror attack since 9/11 (the first being the horror that was Beslan), we look at the local...
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A Kurdish conundrum & Egypt faces the ghosts of Algeria
Below are some thoughts on the current situation in Turkey re: the Kurdish flare up, the likely outcome of which will be an AKP majority...
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Who's Afraid of Deflation?
Concerns about deflation - the phenomenon of falling prices of goods and services - in the wake of the financial crisis, have provided the...
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