This is the links post. But let me say something about monetary policy first. It's not just the Federal Reserve that will be in tightening mode by year-end. Markets expect all the major central banks to join the US central bank in removing accommodation. And so 2018 will be the first year that we see a coordinated tightening campaign in more than a decade.
The inflation data are becoming less benignNow, the Fed is the only central bank that has embarked on this path so far. And we got two pieces...
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Edward Harrison is the founder of Credit Writedowns and a former career diplomat, investment banker and technology executive with over twenty five years of business experience. He has also been a regular economic and financial commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.