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Economy
Tame US Inflation Gives the Fed Room for More Rate Cuts
US was surprisingly soft in November with an annual headline rate of just 2.7%. There is some scepticism due to the scale of the…
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Federal Reserve Board – Federal Reserve Board publishes first of several staff manuals for the…
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There Are No Shortcuts to Affordability
As 2025 comes to a close, affordability is the lens through which all policymakers are being judged. That’s true for the Fed, too. After…
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Federal Reserve Board – Federal Reserve Board withdraws 2023 policy statement and issues new…
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Spreading Good News as GDP Growth Defies Tariff Fears
Crude oil prices almost cracked $55 per barrel this week and remain near the lowest level in the past five years. On Tuesday, President…
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10 Surprises That Could Impact Markets and Global Economy in 2026
Below are the top 10 events and surprises that could impact financial markets and the global economy in the New Year. These…
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Keep Cutting as Job Creation Weakens and Retail Sales Show Green Shoots
There is a lot of important economic news being announced this week. Bad economic news, like continued and lackluster , is expected to…
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Federal Reserve Board – Federal Reserve Board announces termination of enforcement actions…
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Regulatory Focus Areas for 2026
To begin, let’s reflect upon this past year. What were some of the most impactful regulatory developments you observed, and…
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Deflation Risks Rise as Housing, China, and Oil Prices Turn Lower
I get a lot of questions about what could go wrong. My answer is deflation. Specifically, much of our consumer inflation was tied to…
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