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Doug Noland: More on the New Cycle

Esther George could not have been much clearer. Inflation is too high and must come down. Financial conditions must tighten, and financial markets are a key monetary policy transmission mechanism. And the Fed today has little clarity on how far this tightening process will need to go.

Deere in Headlights

FEEDWell, I saw this coming (you could see it from a million miles away), but it was too annoyingly strong for me to do anything about it. But Deere is getting blown to smithereens, in a series of harsh gaps lower. Here is a multi-decade chart You can …

What If

Time to ask a pertinent question at this stage of our macro journey: What if? No, not the ‘what if’ of the various worst case scenarios that are currently being propagated all […]