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Wolf Street

Tag Archive for liquidity regime

Investment bank pulls rug out from under self-satisfied complacent markets.

Job openings and voluntary quits jumped by the most in over a year, layoffs and discharges plunged.

Trump’s tariffs — a tax on profit margins of US & foreign companies — will push in the same direction as Biden’s taxpayer-and-debt-funded incentives.

Office-to-residential conversions are growing, but are minuscule because not many towers are suitable for conversion.

The magnitude and speed of the ratio’s 2-year spike is unprecedented in modern US history. It does not look good.

Core services inflation is the biggie, and it’s going the wrong way. The Fed is already talking down the pace of rate cuts.