Hints and tips:
...SF: You wrote earlier this year that the long period of lax monetary policy had created increased systemic risks. The context for that was the turmoil around Silicon Valley Bank, et al....
...If we are right that consumer spending, despite some recent softening on the margin, is still at or above trend, that is another thing for Powell et al to fret over....
...All assets may perform badly under stagflation, but we’d rather own Pepsi, Johnson & Johnson, Kimberly-Clark, Bristol-Myers et al than sit and watch our cash lose its earnings power....
...The Federal Reserve, it appears, is going to tighten with total predictability and imperceptible gentleness; inflation will be transient; Evergrande et al will not sink the Chinese economy; lions will lie...
...That would be “Die Deutsche Bank Filiale Nurnberg v Humphrey”, which says “the exchange rate from the date of domestic judgment should be used”....
...The deflationary narrative of disruptive technology expounded by Brynjolfsson, McAfee et al runs deep....
...Savings are expected to be greater than £100m vs. previous guidance of c£100m....
...According to a recent NBER paper by Francesco Bianchi et al, the average short term effect of each tweet has been to reduce forward interest rates by 0.28 basis points, implying that the effect of all the...
...PayPal facilitated the transfer of more than $1bn in federal loans as part of the US Small Business Administration’s Paycheck Protection Program....
...Sensible sentences from Citi’s Buiter et al on China’s valuation shock (with our emphasis): This decision by the PBOC is a significant event, even if its implications and motivations are not yet fully clear...
...The question is whether that benefit would look so attractive were JPMorgan et al forced to internalise most of the costs of a breakup while remaining in their current form....
...We suppose, before getting to what might stop this, one should probably discuss what’s hitting the Wunderbund et al. Still early in the day, after all....
...bond flows identified by Feroli et al (2014)....
...Fox Television Stations et al) was appealed to the US Supreme Court, where it was debated on Tuesday....
...al....
...But they are going to be as unable to reach the brake pedal next year, as Ireland et al were unable to reach the accelerator this year....
...* Large changes in fiscal policy, working paper 15438, www.nber.org ** Almunia et al, The effectiveness of fiscal and monetary stimulus in depressions, www.voxeu.org martin.wolf@ft.com...
...So, Bernanke et al are now going to be increasingly targeting longer-term interest rates as a means to revive growth, mitigate double-dip risks and avoid a potentially destabilizing deflationary experience...
...The Fed chief cites a recent paper by his own staffers ( Jane Dokko et al, Monetary Policy and the Housing Bubble) that reports “only a small portion of the increase in house prices earlier this decade can...
...And why, now, doesn’t someone come along and eat Durant for lunch, in the way that Blockbuster has been laid low by Netflix et al? There are two answers (at least)....
...The Court has stayed all but the first-filed ERISA class action case (entitled Alvidres v. Countrywide Financial Corp., et al.)....
...Shame Michael Moore et al were not listening to him back then....
...It’s not working for our federal budget. It needs to change. This is a big problem, and all of us are called on to solve it....
...And in India, there is more demand for more money, because of the increase in cost of living there,” says K.V....
...Do you agree with the Greenspan/Bernanke prediction that inflation and long term real interest rates will start to rise globally within a couple of years as the disinflationary forces of China et al starts...
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