Good morning … This morning, everyone talkin’ about Chris Waller last night at The Economic Club of NY and if yer sick of hearin’ readin’ seein’ pointification about pontification then simply move along, delete, unsubscribe, improve yer spam filter or whatever.
Fascinating edition.
Waller and Powell's "good cop/bad cop"
routine is working like a charm.
Goldilocks has arrived, with one
Big Caveat....the Fed MUST finish the
job on Inflation.
Because higher Inflation and higher
Interest Rates will spoil the Party.
Very interesting piece by D E Shaw.
Thank you for your work.