Economic and Policy Commentary
Robert BruscaGPS for investors and other Interested parties
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 241 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | |||||
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The Outlook And Oddities In Monetary Policy
The Outlook And Oddities In Monetary Policy
Robert Brusca
Summary
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The Federal Reserve, under Kevin Warsh, raised rates by 25 bps and signaled more hikes ahead, prioritizing inflation control.
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FOMC projections and SEPs indic...
NY MFG backs down sharply- still quite positive
NY MFG backs down sharply - still quite positive
Diffusion indices garnered from surveys can give us a wealth of information about an industry, but we have to be careful because these aggregated “up minus down” net readings can also lead u...
Is there a rate hike brewing?
Is there a rate hike brewing?
…if not…why not?
Can the Fed ‘afford’ to pass on a hike in September since elections will handcuff the Fed meeting for October, making December the next time the Fed could hike rates. Can it really wait that...
Post-Jackson Hole inflation ahead!
What Lies Ahead?
Apparently, Donald Trump can read the handwriting on the wall as well as the typeset in the New York Times and in the Wall Street Journal. His comment after the Jackson Hole meeting and the unexpectedly firm employment rep...
Warsh at Jackson Hole
He throws down the gauntlet and explains his choice
In his long-awaited Jackson Hole keynote speech Fed Chair Warsh methodically explained his approach to policy, laid out his ‘First Principles,’ and addressed with specificity some of the...
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Authors
The writers behind this newsletter.
Economist PhD Fed 1977-83 Fed watcher Irving Trust. Chief Economist at Nikko Securities, International. Widely quoted TV, radio news services globally Over 45 countries visited. A political independent, but rarely indifferent.
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