What To Focus on in Europe This Week: The Next EU Budget Proposed, Coalitions of the Willing for Ukraine and Quick Updates on Trade, Sanctions and Next Week’s ECB Meeting Jacob Funk Kirkegaard July 18, 2025 9:23 AM
Thoughts Around Inflation, the Base-Case Fed Funds Path, and Tail Risks Dennis DeBusschere July 18, 2025 9:03 AM
Core Inflation Still Sticky, Fed Independence Risks Still Mostly Contained to Long-Term Bonds + Value Struggling Due to Weak Fundamentals Dennis DeBusschere July 17, 2025 8:37 AM
