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Economy
Tariffs May Pose Greater Threat to Corporate Profitability Than Inflation
For Part 1 on “Tariff Risk” read: Tariff Impact Not As Bearish As Predicted.
In “Trumpflation” we discussed why the tariff risk was not…
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Does Economic Growth Cause Inflation? Well, Not So Fast
I am constantly amazed at certain articles of faith among the economics community. In my line of expertise, one of the most amazing to me…
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Trade Matters Less to US Than to Other Economies
Despite multiple tariff announcements, only extra 10% on China has gone into effectWe’re a month into President Trump’s…
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Is Retail Exuberance Setting Market Up for a Correction?
Last week, we discussed the surge in retail exuberance in the market following the election of President Trump.
“The market defies more…
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Why NBBO Economics Have Become Distorted
We recently studied how trades speed around the marketplace — typically starting from a broker order in Secaucus, traveling…
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Speech by Vice Chair Jefferson on central bank communication
Thank you, President Daly, for organizing this conference and for the…
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The Stability-Instability Paradox: Bullish Sentiment Meets a Fragile Market Setup
Market Shakes Off Inflation DataI am back from traveling, and we have a good bit to catch up on since our last report. If you missed it,…
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Speech by Governor Kugler on navigating inflation waves while riding on the Phillips curve
Thank you, Tom, and thank you for the invitation to give the Whittington…
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Ethical and Responsible Use of AI and Data Governance
What’s DTCC’s role in the digital asset ecosystem?At DTCC, we’re working closely with the industry to build the digital…
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Speech by Vice Chair Jefferson on household balance sheets
Thank you, Professor Ho for that kind introduction and for the opportunity…
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