Fed’s Dudley Drops Bombshell: Low Inflation “Actually Might Be a Good Thing” by Wolf Richter • Aug 15, 2017 • 104 Comments QE unwind in September, “another rate hike later this year.”
Will Plunging Store Rents Slow the Retail Doom-and-Gloom? by Wolf Richter • Jul 23, 2017 • 71 Comments Landlords are reading the memo, but it may be too late.
What the Headlines Got Wrong about Friday’s Data Dump by Wolf Richter • Jul 15, 2017 • 48 Comments As if they’re trying to force the Fed to change course.
Jobs and Inflation: Gradually and Then Suddenly by Contributor • Jul 13, 2017 • 51 Comments The Fed and the ECB believe they can tighten and taper without killing the market so long as they jawbone this constantly.
Unwinding QE will be “More Disruptive than People Think” by Wolf Richter • Jul 12, 2017 • 116 Comments “We act like we know exactly how it’s going to happen, and we don’t.”
Has Super Mario Draghi Met His Match? by Don Quijones • Jul 10, 2017 • 28 Comments And this might become a problem for the Fed.
Why the Next Recession will be a Doozie for Consumers by Wolf Richter • Jul 7, 2017 • 286 Comments Tougher for workers, rougher for the economy.
Stock and Bond Markets Blow Off Fed, Fed Gets Frustrated by Wolf Richter • Jul 6, 2017 • 55 Comments But now the first feeble reactions as stocks and bonds fall.
“Tightening” Slugfest Erupts behind the Fed by Wolf Richter • Jun 28, 2017 • 79 Comments July rate hike for Canada is “in the bag.” Bank of England, ECB are scrambling.
Credit-Card Debt Slaves Move to Top of Fed’s Bank Worries by Wolf Richter • Jun 23, 2017 • 115 Comments Projected losses at the top 34 banks in a “severely adverse scenario.”
