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Federal Reserve
Geopolitical (and market) risks because of US policy and the Fed
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The biggest jobs report takeaway is the growth in non-farm payrolls
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The procyclical forces behind the Fed’s rate hike train
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Further thoughts on the march higher in US interest rates
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Looking past slowing global growth
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Are we in the midst of another global growth slowdown?
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US curve flattening as Fed doves grow more hawkish
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Central bank tightening during a global growth slowdown as the curve flattens
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Countercyclical capital buffers as the Fed’s third tightening channel
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Links: 2018-04-08
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