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SriKonomics

Komal Sri-Kumar

Interpretation of global economic developments

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues182SubscribersRead srikonomics.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Lower Rates, Data Be Damned!

A stream of positive data last week signaled strength in the US economy. None of those persuaded Federal Reserve officials to suggest that a rate cut may not be necessary. Accordingly, markets have placed a 100% probability on a reduction i...

2 months ago
4
5

Powell: What An Über-Dove Looks Like

Federal Reserve Chairman Jerome Powell used his speech yesterday at Jackson Hole, Wyoming to pat himself on the back for bringing US inflation down without a concomitant recession. The second major takeaway from his talk was that there woul...

2 months ago
8
1

Despite Powell, Voices of Reason at Fed

The 1,000 point drop in the Dow Jones Industrial Average on August 5 had market players, a former policymaker and a learned Professor clamoring for an immediate and sharp reduction in the Federal Funds rate. Without policy easing, they warn...

2 months ago
9
5

Fed: Responsible or Play Cheerleader?

Jerome Powell started 2018, his first year in office as Chairman of the Federal Reserve, on a high note. Inflation in the consumer price index had accelerated from 2.2% in February when he became the Chairman, to 2.9% by mid-year despite re...

2 months ago
6
0

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Authors

The writers behind this newsletter.

  • Komal Sri-Kumar

    Global Macroeconomist. President, Sri-Kumar Global Strategies, Inc., advising multinational and sovereign wealth funds on global risk and opportunities

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