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Weekly Commentary: Rule Of Thumb

Weekly Commentary: Dr. Jekyll and Mr. Hyde

We have a risk management balance to strike, and we think that slowing down at this point is a good way to balance the risks of over-tightening.

Weekly Commentary: Deflation And Policy Mistakes

Hotter-than-expected August CPI and quarterly options/derivatives expiration made for a toxic mix. “Core” CPI was reported up 0.6% for the month (7% annualized!), double estimates.

Weekly Commentary: Pondering Modern-Day Runs

Surging consumer inflation may have been the catalyst, but the unfolding crisis has been decades in the making. Click here to read more.

Big week for jobs and the Fed

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