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Visitor Contributions: “Vitality shocks and core inflation within the US and within the Euro Space: this time is totally different”

As we speak, we're happy to current a visitor contribution written by Kevin Pallara, Luca Rossi, Massimiliano Sfregola and Fabrizio Venditti of the...

10 Thursday AM Reads – The Huge Image

My morning prepare WFH reads: • What recession? This summer time’s financial system is defying the chances. People nonetheless have jobs and are persevering...

2:00PM Water Cooler 8/16/2023 | bare capitalism

By Lambert Strether of Corrente. Affected person readers, yesterday I devoted most of my time to a (obligatory) deep dive into Part Three. At...

Two Graphs of Actual Charges

Long run actual charges predicted, and r*. From the market, and from the CBO. BOth are predicting actual charges will rise (though the market...

Transcript: Ted Seides – The Large Image

     The transcript from this week’s, MiB: Ted Seides, Capital Allocators, is under. You possibly can stream and obtain our full dialog, together with any...

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