U.S. Document Vault
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The fed is in a double bind: what to expect, and what to do... More by Ian Shepherdson
Q1 Growth Is Unsustainable...But The Labor Market Will Continue To Tighten... More by Ian Shepherdson
Don't be Deceived by the Consumer Slowdown...It's a One-Time Transition to Sustainability... More by Ian Shepherdson
"Cross-Currents" Will Keep the Fed Safe For Now....But The Headwinds Already Are Starting To Ease... More by Ian Shepherdson
The Fed Is All-In On The Slowdown Story...But They're Playing With Fire In The Labor Market... More by Ian Shepherdson
Slower Growth This Year Is Invevitable...But That Doesn't Make Zero Hikes Inevitable Too... More by Ian Shepherdson
The Slowdown Story is Overdone...If a China Deal is Done, the Fed Will Keep Hiking... More by Ian Shepherdson
Growth Has Peaked as the Tax Cut Boost Fades...But the Labor Market is Keeping the Fed on Track... More by Ian Shepherdson
A Serious Slowdown is Still Some Way Off...So the Fed has to Keep Turning the Screws... More by Ian Shepherdson
The Fed is Not Nearly Done...Real Rates are Still Far Too Low; No Slowdown in Sight... More by Ian Shepherdson
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