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Economy
BoE Holds Rates at 4% While Easing Balance Sheet Tightening as Inflation Lingers
The (BoE) opted to keep its key rate unchanged at 4%, while softening the pace of quantitative tightening amid rising bond yields and…
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Federal Reserve Board – Federal Reserve Board issues enforcement actions with former employee…
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Fed Cuts 25bp and Signals Just 3 More Will Be Enough
The cut the policy rate 25bp as expected. They think three more cuts will be enough to boost growth and prompt a revival in the , but…
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Federal Reserve Board – Federal Reserve Board and Federal Open Market Committee release…
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The Banking System May Be Starting to Crack
This week, Tricolor Holdings, the third-largest auto lender in California and Texas, filed for Chapter 7 bankruptcy. Bloomberg and…
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Persistent Inflation, Soft Jobs Data Leave Fed in Policy Tug-of-War
All eyes are on the Federal Reserve as it convenes for its September meeting this week, with economists and investors alike betting that…
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All They Told You About Money Printing Is Really, Really Wrong
Without properly understanding money, it’s basically impossible to connect the countless dots of the global macro puzzle.Yet, we assume…
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Federal Reserve Board – Stephen I. Miran sworn in as a member of the Board of Governors of the…
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The Intersection of Political Uncertainty and Global Debt Markets
Global bond markets have sold off recently due to uncertainty surrounding key political changes most notably in France and Japan. Japan’s…
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S&P 500 History Shows Fed Cuts at Highs Often Extend Equity Rallies
1. US Inflation Numbers Open the Door to a Rate Cut This MonthUS inflation ticked higher in August, with rising to 2.9%, the highest…
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