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Federal Reserve
The Fed’s fourth 2018 rate hike: proof positive of my accelerated timetable warnings
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The Fed’s dot plot and the case for a 4th hike in the June policy statement
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My June 2018 Fed meeting preview
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US macro data support fourth rate hike in 2018
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How the jobs report and Fed comments support more aggressive policy and curve flattening
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Jobs number puts four hikes on the table. Watch for QT increase and curve flattening
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No, the Fed hasn’t lost control of overnight rates. Zoltan Pozsar is wrong.
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Since job gains peak mid-cycle, don’t expect the jobs report to throw the Fed off course
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Fed still on track to hike rates next month
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Powell to emerging markets: you’re on your own
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