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Peter's Blog
THE FED GIRDS FOR BATTLE
It’s the Fed’s “hold my beer” moment. After more than a year in which Federal Reserve leadership appeared clueless, pollyannish, and indecisive, the Fed is
May 20, 2022
MARCH MADNESS IN THE BOND MARKET
There was a little March Madness on Wall Street. In fact, the month turned into an old-fashioned blood bath. But you wouldn’t have found any carnage in
April 12, 2022
TRANSITORY PERMANENCE
The inflation that we were emphatically told would be transitory and unmoored continues to persist and entrench. As the troubles gather momentum Washington is doing
October 19, 2021
