FAR FROM IT / CREDIT BUBBLE BULLETIN

Far From It Doug Nolan  A snooze fest the October FOMC meeting was not. “…Far from it.”  An inebriated Wall Street didn’t see that coming.  ...

WOULD INFLATION-LINKED BONDS SURVIVE AN INFLATIONARY DEFAULT? / THE ECONOMIST

Would inflation-linked bonds survive an inflationary default? A thought experiment on the nearest thing to a safe asset Illustration: Satosh...

TRUMP`S TARIFFS WON`T DELIVERMANY JOBS / THE FINANCIAL TIMES OP EDITORIAL

  Trump’s tariffs won’t deliver many jobs Nostalgia is not a strategy: the past cannot return Martin Wolf © James Ferguson Will Donald Trump...

THE FEDERAL RESERVE`S OTHER PROBLEM / PROJECT SYNDICATE

The Federal Reserve’s Other Problem How much bank leverage – debt relative to equity – is good for the economy, and how much leverage jeopar...