Focusing on rates of change is what led me to conclude three years ago that we would avoid a recession and eventually realize a soft landing for the economy. The rate of inflation was peaking and ...
When markets dislocate from fundamentals in a momentum-driven melt-up, all news is good news because pundits must come up with reasons each day why stock prices are rising. Yesterday, a dismal ADP ...
Explore the meaning of a negative interest rate environment, its economic implications, and how it affects banks, consumers, and investments globally.
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