Is there such thing as “Japanization” of the US economy? Here you will find my take on this important issue, along with those from Mohamed El-Erian, Jim O’Neil, Richard Koo, Takatoshi Kato and others.
November 18, 2021
This chart shows the preferred price measures of the Fed and ECB. The Fed targets the PCE deflator, .
The Chart shows that relative cyclical/defensive equity performance is “joined at the hip” with .
The Fed is under intense pressure to "do something". Money markets keep ratcheting up and bringing f.
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