My macro viewWhat's my overall thesis at this juncture? It's that the global economy is slowing and is likely to slow further before it picks up. The US is the laggard in this slowing but is affected as well. From a markets perspective, that means a convergence to zero, with yield curves flattenin...
Edward Harrison considers the following as important: Daily, Federal Reserve, Interest rates, Monetary System, United States, wages
This could be interesting, too:
Edward Harrison writes Our over-reliance on monetary policy is the problem
Edward Harrison writes The Fed overtightened. Now it’s behind the curve. Recession awaits
Edward Harrison writes Why my base case for 2020 is recession
Edward Harrison writes Competitive currency devaluation and the currency war