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23Feb 18

Monetary Policy Forecast

Our monetary policy forecast stays the same.  In short, we believe that the FED will raise more times and to a greater degree than the consensus three rate rises forecast.…

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03Sep 17

North Korean Risks

North Korea dramatically escalated tensions by testing a very powerful bomb today.  Experts are skeptical that it was a hydrogen bomb.  However, it is at least 10x more powerful than…

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