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Seven Stories in Double - O Seven

December 22, 2006
Re-acceleration of the US economy Many economists and US debt traders and foreign exchange traders are pessimistic about the outlook for the US economy. However, the equity market, the narrowness of credit spreads, like corporate bond yields over Treasuries or emerging market debt over Treasuries, would seem to agree with the Federal Reserve and ot…
Seven Stories in Double - O Seven Seven Stories in Double - O Seven Reviewed by magonomics on December 22, 2006 Rating: 5
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Trust but Verify

December 01, 2006
There is a battle going on between the Federal Reserve and the market. It is over the outlook for the economy and the appropriate monetary policy.

The Federal Reserve position is clear. As it expected, the economy has slowed. However, as Chairman Bernanke said recently: “Outside housing and motor vehicle sectors, economic activity has, on balance, …
Trust but Verify Trust but Verify Reviewed by magonomics on December 01, 2006 Rating: 5
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