Recent Commentaries

Yay Jay

This will be a very quick note as I’m exhausted after a crazy week of travel and client meetings. I’ll write some thoughts on the new twists and turns with regards to both Draghi and the upcoming G20 early next week. For now, though, just a quickie on the FOMC. The...

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“Insurance Guidance” more likely than “Insurance Cuts”

Market expectations for an early-summer Fed policy easing are running high, even while the core of the FOMC has been offering up only a contingent form of dovish rhetoric. The messages from Powell, Clarida, Williams, and Evans post the Chicago Fed framework conference...

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