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DEEP DIVE: The True Story About Long & Variable Lags In Monetary Policy
How long is the lag between monetary policy tightening and recessions? In the past, the answer to that question depended…
Deep Dive
93 posts
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DEEP DIVE: Another Year Of Living Dangerously
The Roaring 2020s has been a wild decade so far. During 2020, we all had to deal with the first…
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DEEP DIVE: The Fed - Tightening Or Merely Normalizing?
Based on November’s employment report released on Friday, we can safely conclude that there is still no sign of…
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DEEP DIVE: Construction Is Booming!
The US economy has been remarkably resilient in the face of the Fed’s aggressive tightening of monetary policy since…
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DEEP DIVE: Disruptive Technologies - 3D Printing Gives Flexible Robotics a Hand
A new method of 3-D printing can create flexible products, including for use in robotics. Human-like robotic hands and artificial…
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DEEP DIVE: In Yellen We Trust
When Janet Yellen was Fed chair from October 2010 through February 2014, I often fondly (and respectfully) referred to her…
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DEEP DIVE: Captain America!
US Economy: Superhero.
Like Captain America, the American economy seems to have an indestructible shield. The Fed has raised the…
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DEEP DIVE: Inflation - Beware of the Devil in the Details
Investors have been spooked by inflation since Halloween 2021 as the CPI soared to peak at 9.1% during June…
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DEEP DIVE: What's Driving Bonds?
In his interview Thursday with Bloomberg’s David Westin at the Economic Club of New York, Fed Chair Jerome Powell…
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DEEP DIVE: Slicing & Dicing Inflation
Most economists, including Debbie and me, believe that if the data don’t support our forecasts, then there must be…
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DEEP DIVE: What's Behind the Recent Bond Rout?
Why did the 10-year Treasury bond yield soar from 3.97% on July 31 to 4.81% on October 3…
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DEEP DIVE: The Debt Crisis Scenario
Debt Crisis I: A Plausible Scenario?
“We’re going to have a debt crisis in this country,” Ray Dalio, the…
