A hawkish hike for the Fed tomorrow

Nicholas Glinsman | September 20th, 2022

Morning observationsA hawkish hike for the Fed tomorrowIs the neutral nominal policy rate really still 2.50% (implying a neutral real rate of just 0.50%), or has it risen?Relatively speaking, talk of a UK fiscal crisis is overblownFarewell to the US/UK trade dealTo what extent will Germany’s recession be cyclical, and to what extent structuralThe increasingly […]
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