Earlier this week I sent out a commentary entitled "Because I'm Happy" where I discussed a few takeaways from our recent Global Macro Speaker Series event with Larry Summers. Of course, as with everything I write, this represented my interpretations, my inferences and...
I, like most of you, have been bombarded with emails on the Russian military movement into the Ukraine. And I, like most of you, am not an expert on this subject. Thus, it is surprising to me how many folks have sent me such confident analysis on the inner workings of...
A valentine's poem for the lovers: Roses are red Violets are blue Janet's a dove Buy more spoo Last week was certainly a week for the lovers. Q's broke to new cyclical highs, spoos moved to within just a few points of all time record highs, and Friday was St....
Janet highlights - " Too many Americans remain unemployed, inflation remains below our longer-run objective, and the work of making the financial system more robust has not yet been completed" "...the recovery in the labor market is far from complete. The unemployment...
