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Interest Rates

Thoughts From The Divide – Disconnect

February 24, 2023

In a recent essay for PIMCO, (disgraced?) former Vice Chair of the Fed, Richard Clarida, explained that “markets are finally listening” to the Fed’s message of...


The Fed: Are the SEP Realistic?

January 24, 2023

The Fed SEP are inconsistent with low inflation, higher unemployment and yet no recession, Our work agrees that inflation is falling

MI2 Chart Point

MI2 Chart Point: Breaking the Trends of a Decade

January 10, 2023

While history is never the same, we all know it rhymes, and since the start of this US equity bear market, we’ve been struck by the similarities to the

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