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A Perfect Storm Awaits Warsh at the Fed

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5 Charts to Monitor Reflation Risk in the US

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Inflation is relatively low compared with the post-pandemic surge, when the year-over-year change for the Consumer Price Index (CPI) peaked at 9.0% in June 2022. The current 2.7% pace through this past November is tame by comparison. The…
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What to Buy for a Macro Portfolio in 2025

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A deep look at tariffs and the most attractive macro asset classes to kickstart 2025. What if tariffs end up being non-inflationary and negative for growth? And what if Trump focuses on short-term painful policies first in H1, to then…

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A Perfect Storm Awaits Warsh at the Fed

admin

Sabastian Sawe: How Kenyan broke two-hour barrier to make history at…

Watch: PM’s ex-top aide questioned on Mandelson appointment

Rates Spark: Snail’s Pace, but Getting There