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Economic Research

Economic Research:

At his most embarrassing moment, Powell revealed he actually understands it

Gerard MacDonell May 7, 2025 3:39 PM

I don’t see much news from the Fed but let me nitpick on the economics

Gerard MacDonell May 7, 2025 3:01 PM

A little economics to amuse you while waiting for the Fed, which might not even be the news of the day

Gerard MacDonell May 7, 2025 12:59 PM

The news of the day might not be the Fed

Gerard MacDonell May 7, 2025 10:16 AM

For equities, the issue ultimately is the demand growth objective, not the wrong funds rate guesses

Gerard MacDonell May 6, 2025 1:22 PM

Follow up: Partial clarity on the port traffic issue

Gerard MacDonell May 5, 2025 5:33 PM

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