On November 4, we made the case that commodities were starting to roll over and the impact would be felt by consumers on a lagged basis. This weakness persisted in the following four weeks and now all of the the rear view mirror looking officials are in a mad dash to accelerate taper (at the … Continue reading Backward looking policy. Forward looking opportunity.
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Backward looking policy. Forward looking opportunity.
On November 4, we made the case that commodities were starting to roll over and the impact would be felt by consumers on a lagged basis. This weakness persisted in the following four weeks and now all of the the rear view mirror looking officials are in a mad dash to accelerate taper (at the … Continue reading Backward looking policy. Forward looking opportunity.