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Roberto Perli
R_Perli
A couple of thoughts on monetary policy and asset valuation. First, tightening policy to ward off bubbles is like trading a SURE worse economic outcome in the near term for
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The Fed said that it doesn't plan to raise rates until labor market conditions are consistent with MAXIMUM EMPLOYMENT. But what is maximum employment and how far are we from
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1/5 Significant divergence of late between US and German term premiums.Hard not to interpret it as the (at least partial) result of the difference between #ECB easing commitment (pedal to
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1/10 This incorrect reading (summarized in the story below) of what’s going on in the TIPS market is pervasive these days. Here is a refresher of how to interpret signals
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(1/4) I hear stories like the oe below all the time. They are WRONG. Sometimes we need to go beyond the first simple reading of charts to understand what's going
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