U.S. Document Vault
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Serious downside risks to growth are mounting...but the fed can't ignore rising inflation risks... More by Ian Shepherdson
The domestic business cycle doesn't matter, yet: Global Growth and the Trade War are driving the Fed... More by Ian Shepherdson
No further easing needed, if a trade deal is done...but this is a dovish fed, on a hair-trigger... More by Ian Shepherdson
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
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