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The Fed s credibility problem

CAMBRIDGE Reacting to Silicon Valley Bank’s sudden collapse, André Esteves, a senior Brazilian banking executive, recently told Bloomberg that “SVB’s interest rate risk would’ve been obvious to any banking intern in Latin America”. To some, this remark will sound rather rich coming from a region that has had no shortage of banking-sector problems. Nonetheless, Esteves’s

Interest rates: Why US inflation will defy gravity this time

Financial markets should get ready for rates higher for longer than hitherto anticipated due to the absence of factors to cause a sharp slowdown.

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