ExorbitantPrivilege
My last post on copper set me on an enquiry Whether the enquiry turns out to be a gold mine or a rabbit hole remains to be seen If nothing
It is always amusing when two well known figures have a public spat It seems Dr Copper is having a rare contretemps with Mr Inflation Such open disagreement is rare
Here is a textual summary of the recent Beige Book released 29th May The overall sentiment is assessed as positive though moderating slightly from the April release There is very
Our society is dependent on some precarious mechanisms 8230 Doris Lessing US stocks have not taken kindly to a possible return of higher for longer at the Fed We
The macro economic discipline can be thought more or less as an evaluation of a constant stream of surprises many of them unpleasant A constant stream of bad news activates
The April Beige Book was released a couple of days ago Textual analysis of the report suggests notable increase in optimism about US economic prospects Overall sentiment rose to the
Exorbitantprivilege unpicks the liquidity links of central banks, the dollar, international equities, bonds, commodities and currencies, plus a few other related themes – such as regulation. It showcases the pet rants of Meyrick Chapman, principal of Hedge Analytics Ltd.
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