The latest from the Federal Reserve, and the trade talks - are they connected? Why the lift in repo transactions ahead?
https://www.newyorkfed.org/markets/opolicy/operating_policy_191212
This is our post-election Rant, where Edwin and I discuss the fall-out on property from the results. Prices will be driven higher in some...
My latest Friday discussion with Journalist Tarric Brooker. Can we believe the official data, and does it make sense? Does it make you blind?...
We are now deep into uncertain territory, as the thesis “this time is different” is being tested by reality, and for now, reality is...