THE FED NEEDS BETTER MODELS / THE WALL STREET JOURNAL OP EDITORIAL

The Fed Needs Better Models The central bank can improve forecasts by including the value of the dollar in its modeling. By David Malpass Ke...

U.S. RATE RISES ARE BEING AMPLIFIED IN GLOBAL MARKETS / THE FINANCIAL TIMES MARKETS INSIGHT

US rate rises are being amplified in global markets The Iran war and shifts by China are tightening the supply of dollars in international m...

HOPE I´M WRONG / CREDIT BUBBLE BULLETIN

Hope I'm Wrong Doug Nolan This has been so long in the making.  Gradually… then suddenly…  Repeating a comment I’ve stated over the year...

NOT IDIOSYNCRATIC BUT SYSTEMIC / CREDIT BUBBLE BULLETIN

Not Idiosyncratic but Systemic Doug Nolan Twenty-five days until midterms.  No reason to expect normal.  The AI Bubble/arms race survived an...

OECD SOUNDS ALARM ON SURGING GOVERNMENT BOND YIELDS / THE FINANCIAL TIMES

OECD sounds alarm on surging government bond yields Paris-based forecaster says governments’ debt interest bills are increasing pressure on ...

FRENCH CENTRAL BANK HEAD WARNS COUNTRY AT RISK OF BEING "STRANGLED BY INTEREST RATES" / THE FINANCIAL TIMES

French central bank head warns country at risk of being ‘strangled by interest rates’ Emmanuel Moulin says France can still reassure bond in...