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Inflation Targeting
Featured Content
RGE Analysis
Why Inflation Is Not a Desirable or Likely Way to Reduce Unsustainable Debts
May 10, 2011
Asia/Pacific
China: Monetary Policy
China Cuts Required Reserve Ratio After Deposits Fall in April
Chinese Inflation Eases Slightly In April, Opening Some Room for Easing
China : Northeast Asia : Asia/Pacific : Finance and Banking : Macroeconomy : Monetary Policy and Inflation : Money Markets :
Europe
Russia: Monetary Policy
Russian Inflation Stabilized in March: Headed For a Sharp Rise
Russian Central Bank Keeps Rates Unchanged
Emerging Europe and CIS : Russia : Russia, CIS and the Caucasus : Emerging Markets : Europe : Macroeconomy : Monetary Policy and Inflation :
Latin America
Middle East and Africa
North America
United States: Price Dynamics (Inflation/Deflation)
U.S. Inflation: Headline Remains Flat but Core Steady in April
U.S. Headline PPI Pulled Down by Rising Energy Prices; Core PPI Shows Softer Gain in April
United States : North America : Macroeconomy : Monetary Policy and Inflation :
Canada: Monetary Policy
Canadian Inflation Rises In April
Bank of Canada Still on Hold but Sounds Hawkish Now
Canada : Advanced Economies : North America : Macroeconomy : Monetary Policy and Inflation :
United States: Future Federal Reserve Policy Regimes
Will the Fed Switch to a New Benchmark Interest Rate?
Will the Fed Become an Inflation Targeter?
United States : North America : Macroeconomy : Monetary Policy and Inflation :
Economic Research
Economic Research
What’s on Nouriel’s Mind: A Growth Compact—A 12-Point Plan to Jump-Start Eurozone Growth
By May 21, 2012
LatAm Weekly
Brazil: Lower Inflation, Lower Rates, Lower PMIs, Lower Real, Lower Everything!
By May 7, 2012
Economic Research
No Hints of Easing From FOMC, But Low-Rates Gravy Train Keeps on Rolling
By Apr 25, 2012
North America Weekly
U.S. CPI a Tad Bolder in March, But Expect Continued Annual Deceleration
By Apr 16, 2012
North America Weekly
Revising Up the U.S. Growth Outlook; Managing Canada’s Expectations for 2012
By Feb 13, 2012
Global Economic Outlook
United States Outlook: Calmer Headwinds and Better Growth Prospects
By Feb 13, 2012
Europe Weekly
ECB Rate Cuts Delayed; Greek Deadline Worries; Turkish Credit Drought; Russian Disinflation Drivers; EZ Calendar
By Feb 10, 2012
North America Weekly
U.S. Employment Report Highlights and Medium-Term Unemployment Rate Trajectory; Canada: Bad Tidings for Early 2012
By Feb 6, 2012
LatAm Weekly
Policy Dilemmas—Monitoring Inflation, Watching Investment, Timing Rate Cuts
By Feb 6, 2012
Economic Research
What’s on Nouriel’s Mind: Swimming in Liquidity but No Safe Shore in Sight
By Feb 1, 2012
Asia Weekly
South Korea Inflation; Malaysia Monetary Policy; Indonesia GDP and Inflation
By Jan 26, 2012
North America Weekly
January FOMC Changes; U.S. Q4 GDP to Show Slower Final Sales; Canadian Inflation Heading Back to Target
By Jan 23, 2012
Asia Weekly
India Monetary Policy; Japan Exports and Inflation; Singapore IP and Inflation
By Jan 19, 2012
LatAm Weekly
Brazil Monetary Policy and Economic Activity; Mexico Monetary Policy; Argentina Economic Activity; Colombia Leading Indicators
By Jan 16, 2012
LatAm Weekly
Brazil Retail Sales; Mexico Economic Activity; Chile Monetary Policy; Peru Monetary Policy
By Jan 9, 2012
Conference Call
Conference Call Replay: EZ Recession + Chinese Slowdown + U.S. Malaise + EM Pullback = Global Double Dip?
By Dec 12, 2011
Asia Weekly
Thailand Monetary Policy and Inflation, Philippines Monetary Policy, India GDP
By Nov 24, 2011
North America Weekly
U.S. Inflation and Monetary Policy; Canada Inflation and Retail Sales
By Nov 21, 2011
LatAm Weekly
Mexico Inflation Report; Chile Q3 GDP and Monetary Policy; Colombia Activity Indicators; Peru GDP
By Nov 14, 2011
Europe Weekly
Eurozone Contagion; Italian Politics; UK Asset Purchases; Danish, Polish Monetary Policy; EZ Calendar
By Nov 11, 2011
Economic Research
Why the ECB's Monetary Policy Threatens the Eurozone, and Why It Needs a Higher Inflation Target
By Nov 9, 2011
LatAm Weekly
Brazil Inflation; Mexico Activity and Inflation; Chile Trade; Peru Monetary Policy
By Nov 7, 2011
Europe Weekly
EZ PMIs; Greek Politics; UK Growth; Romanian Monetary Policy; Russian IP; Turkish Inflation; EZ Calendar
By Nov 4, 2011
Asia Weekly
China Inflation and IP; Indonesia GDP and Monetary Policy; Malaysia IP and Monetary Policy
By Nov 3, 2011
LatAm Weekly
Brazil Central Bank's Uninspiring Minutes; Banxico Cautious About MXN Depreciation; Argentina Construction Likely to Decelerate
By Oct 31, 2011
Global Economic Outlook
Germany Outlook Update: From Supercharged Growth to Near-Stagnation
By Oct 31, 2011
Europe Weekly
EZ Summit Questions; ECB’s Next Rate Move; German Obstacles; Swedish Rate Cuts; Resilient Polish Consumption; Italian Politics; EZ Calendar
By Oct 28, 2011
Economic Research
Sub-Saharan Africa's Vulnerabilities to EZ Crisis: Beyond Trade and Aid
By Oct 26, 2011
LatAm Weekly
Argentina Politics; Brazil Minutes; Mexico and Chile Activity; Colombia Monetary Policy; Peru Fiscal Policy
By Oct 24, 2011
Economic Research
Low Inflation in EZ Core Threatens Periphery’s Efforts to Regain Competitiveness
By Oct 21, 2011
Europe Weekly
UK’s MPC Meeting; Norway’s Monetary Policy; Portugal’s Budget Plan; Hungary’s Credit Rating; Russia’s Retail Sales; EZ Calendar
By Oct 21, 2011
Asia Weekly
Vietnam and Australia Inflation; India Monetary Policy; Singapore Industrial Production
By Oct 20, 2011
North America Weekly
U.S. Spending and Small Business Sentiment; Elevated Canadian Inflation
By Oct 17, 2011
LatAm Weekly
Brazil’s Monetary Policy; Mexico, Colombia and Peru’s Activity Indicators; Venezuela’s Debt
By Oct 17, 2011
Europe Weekly
Slovakia Ratifies EFSF; EZ Inflation Peaks; UK Unemployment to Rise; Poland’s Fiscal Overhaul
By Oct 14, 2011
LatAm Weekly
Monetary Policy and Industrial Activity in Mexico; Chile to Remain On Hold; Colombia's Central Bank Minutes
By Oct 10, 2011
Europe Weekly
UK QE2; Hungarian Financial Stability Concerns; Swedish Policy Bullets; Swiss Currency Strength; Irish Growth Outlook
By Sep 23, 2011
Asia Weekly
Singapore, Japan, Thailand Industrial Production; Taiwan Monetary Policy; Vietnam Inflation
By Sep 22, 2011
Global Economic Outlook
Middle East and North Africa Outlook Update: Global Storm Exacerbates Transition
By Sep 21, 2011
Global Economic Outlook
United States Outlook Update: This Economy Needs More Than a Twist and a Tax Cut!
By Sep 20, 2011
Global Economic Outlook
Colombia Outlook Update: Domestic Demand to Sustain 2012 Growth
By Sep 20, 2011
Global Economic Outlook
Gulf Cooperation Council Outlook Update: Governments Cannot Buy Enough Growth
By Sep 20, 2011
Global Economic Outlook
Canada Outlook Update: External Risks Undermine Domestic Demand
By Sep 16, 2011
Global Economic Outlook
Emerging Europe and CIS Outlook Update: Weaker Growth Across the Region
By Sep 16, 2011
Global Economic Outlook
Israel Outlook Update: Global Headwinds Bring Growth Back to Earth
By Sep 16, 2011
Global Economic Outlook
Czech Republic Outlook Update: Regional Safe Haven, but Not Immune to Slowdown
By Sep 16, 2011
Global Economic Outlook
South Korea Outlook Update: Growth Worries Trump Inflation Scares
By Sep 15, 2011
North America Weekly
U.S.: August Employment, Q3 Consumption and a More Dovish Fed; Canada: Growth Negative in Q2, Uncertain Going Forward
By Sep 5, 2011
LatAm Weekly
Brazil Rate Cut; Inflation in Mexico; Monetary Policy in Colombia, Chile, Peru
By Sep 5, 2011
Asia Weekly
Philippines Inflation and Monetary Policy; Australia GDP and Monetary Policy; Malaysia Manufacturing and Monetary Policy; South Korea Monetary Policy; China Inflation
By Sep 1, 2011
Europe Weekly
Finnish Collateral Demands, Polish Consumption, Czech Rating Upgrade, EZ PMIs, Portuguese Consumption
By Aug 26, 2011
Asia Weekly
India and Philippines GDP; Japan Industrial Production; Thailand Inflation
By Aug 25, 2011
North America Weekly
U.S. Recession Watch; Canadian Consumer Spending and Monetary Policy
By Aug 22, 2011
Economic Research
Strengths and Vulnerabilities in Emerging Europe: A Balance Sheet Approach
By Aug 19, 2011
Central Bank Watch
Summary Table: RGE Policy Rate Forecasts and Market Interbank Rate Expectations
By Aug 19, 2011
North America Weekly
U.S. Leading Indicators Point South; Canada Suffers Trade and Growth Lull
By Aug 15, 2011
LatAm Weekly
External Risks to Latin America; Central Banks On Hold in Chile, Colombia; GDP Growth in Peru Unlikely to Exceed 7%
By Aug 15, 2011
Europe Weekly
Inflation Concerns Easing in EZ, Switzerland, UK, Hungary and Czech Republic
By Aug 12, 2011
North America Weekly
U.S.: Stalled Growth, Closer to Outright Recession, While Rating Downgrade Increases Uncertainty; Modest Growth for Canadian Labor Market
By Aug 8, 2011
LatAm Weekly
Retail Sales in Brazil; CPI in Mexico; Exports in Chile; Monetary Policy in Peru
By Aug 8, 2011
Global Economic Outlook
Switzerland Outlook Update: SNB Moves to Adopt Quasi-Quantitative Easing
By Aug 5, 2011
North America Weekly
A Closer Look at U.S. Q2 GDP and Revisions; Canada’s May GDP Hurts Q2 Estimate
By Aug 1, 2011
Europe Weekly
Spanish Politics; EFSF Ratification; German Soft Landing; Czech Monetary Policy; Turkish Depreciation
By Jul 29, 2011
Global Economic Outlook
Switzerland Outlook Update: Continued Franc Strength to Dent Economic Growth
By Jul 29, 2011
Economic Research
Sub-Saharan Africa Monetary Dynamics: Balancing Growth and Inflation
By Jul 26, 2011
LatAm Weekly
Brazilian Central Bank Dovish; Mexican Indicator Rebounds; Colombian Rate Hike Expected; Peruvian Economic Team Appointed
By Jul 25, 2011
Europe Weekly
UK Monetary Policy; Eurozone Inflation; Swedish Households; Eastern European Banks; Turkish Consumer Confidence; Polish Manufacturing
By Jul 22, 2011
North America Weekly
U.S. Trade, Consumption and Weak Macroeconomic Data Show Downside for H2—Stay Tuned; Bank of Canada—No Move Until Q4 2011
By Jul 18, 2011
LatAm Weekly
Monetary Policy Diverges in Brazil, Mexico and Chile, While Argentina Decelerates
By Jul 18, 2011
North America Weekly
U.S. Employment Report Highlights Risks to Growth in H2; Canadian Labor Market Resilience Will Be Tested in H2
By Jul 11, 2011
LatAm Weekly
Brazil’s Domestic Demand Indicators; Mexico’s Industrial Production; Chile’s Monetary Policy; Peru’s May GDP
By Jul 11, 2011
LatAm Weekly
Inflation in Brazil; Mexico’s Monetary Policy; GDP Growth in Chile; Venezuela’s President Treated for Cancer
By Jul 5, 2011
North America Weekly
Will the Tide of Negative U.S. Economic Data Turn in H2?; Canadian Growth on Track to Slow in Q2
By Jul 4, 2011
Europe Weekly
Risks and Growth Prospects Across the EZ, UK, Nordics, Emerging Europe and CIS
By Jul 1, 2011
Asia Weekly
Australia and Malaysia Monetary Policy; Malaysia Exports; India Fiscal Policy
By Jun 30, 2011
North America Weekly
U.S.: A Weak ISM and FOMC Musings; Canada: Strong Inflation For Now
By Jun 27, 2011
LatAm Weekly
Brazilian Capital Flows; Mexican Economic Activity; Argentine Politics; Chilean IP
By Jun 27, 2011
Europe Weekly
Turkish Credit Growth; UK Consumption; Russian Payroll Tax; Greek Crisis Impact on Romania; Finnish Growth Policy
By Jun 24, 2011
Global Economic Outlook
Argentina Outlook Update: Fernandez Pursues Re-Election Against Backdrop of High Growth
By Jun 22, 2011
Global Economic Outlook
Latin America Outlook Update: Converging Toward Potential Growth
By Jun 21, 2011
Global Economic Outlook
Sub-Saharan Africa Outlook Update: Resilient to Global Headwinds
By Jun 17, 2011
Asia Weekly
Outlook Updates for Hong Kong, India, Indonesia, Japan, New Zealand, Philippines and Thailand
By Jun 16, 2011
Global Economic Outlook
Peru Outlook Update: What Does the New President Have in Store?
By Jun 13, 2011
North America Weekly
U.S. CPI Gains Will Temper in Q2; Canadian Job Creation Set to Moderate after Peaking in Q1
By Jun 13, 2011
LatAm Weekly
High Inflation in Brazil, Mexico; Economy to Stabilize in Chile; Rate-Hike Outlook in Colombia; New President in Peru
By Jun 6, 2011
Economic Research
Current Account Deficit Alert: Domestic Policies, not Foreign Capital, Will Shield Brazil, India, Turkey and South Africa
By Jun 2, 2011
LatAm Weekly
Brazil’s Q1 GDP; Mexico and Colombia’s Monetary Policy Decisions; Peru’s Key Indicators
By May 31, 2011
Europe Weekly
ECB Collateral Holdings; German Dynamics; UK Corporates; Turkish Monetary Policy; Polish Consumption; Hungarian Mortgage Relief
By May 27, 2011
LatAm Weekly
Brazil's New Financial Committee; Mexico and Chile's Likely Monetary Policy Paths
By May 23, 2011
Global Economic Outlook
Gulf Cooperation Council Outlook Update: Governments Loosen the Taps
By May 17, 2011
North America Weekly
Eyes on the CPIs: A Close Look at Headline and Core Inflation in the U.S. and Canada
By May 16, 2011
Economic Research
Why Inflation Is Not a Desirable or Likely Way to Reduce Unsustainable Debts
By May 10, 2011
Europe Weekly
Shrinking Eurozone Liquidity; Russia's Banking Worries; Icesave Implications
By May 6, 2011
Asia Weekly
Australia and Philippines Exports, India Industrial Production, South Korea Monetary Policy
By May 5, 2011
North America Weekly
U.S. April Employment Report a Mixed Bag; Canadian Election Set to Reshuffle Parliament
By May 2, 2011
North America Weekly
FOMC Takes Center Stage in U.S.; Q1 Sets Tone For Slowing Canadian Growth
By Apr 25, 2011
Economic Research
Colombia: Minutes to Provide More Clarity on Central Bank Tightening
By Mar 28, 2011
North America Weekly
U.S. Core Inflation to Remain Contained; Canada's Spending Strong
By Mar 21, 2011
Economic Research
Eastern Europe: Are Higher Commodity Prices a Monetary Policy Game-Changer?
By Mar 21, 2011
Global Economic Outlook
Central Europe Outlook: Externally Driven Growth and Inflation
By Mar 18, 2011
Europe Weekly
Eastern Europe Monetary Policy; Icelandic Policy Rate; Irish Fiscal Challenges
By Mar 18, 2011
Economic Research
Bank of England to Hold the Line Against Temporary Surge in Inflation
By Mar 15, 2011
North America Weekly
U.S. Q1 GDP Tracking a Softer Read; No Inflation Worries for Canadian Central Bank
By Mar 14, 2011
Economic Research
Brazil: Market Expectations Readjust Down on Dovish Monetary Policy Minutes
By Mar 10, 2011
Economic Research
Movement in the Indonesian Rupiah, Subsidies Team Up to Fight Food and Fuel Inflation in February
By Feb 24, 2011
North America Weekly
Will FOMC Doves Rule the Roost? Consumption-Led Growth to Continue in Canada?
By Feb 21, 2011
Economic Research
Colombia: Industrial Production and Retail Sales Continue to Diverge
By Feb 21, 2011
North America Weekly
U.S. Retail Sales to Improve, Housing Starts Modest in Busy Data Week; Commodities Demand Poses Upside Risk for Canada
By Feb 14, 2011
Economic Research
U.S. Retail Sales to Improve, Housing Starts Modest in Busy Data Week
By Feb 14, 2011
Economic Research
Malaysia's Headline Inflation Accelerates in January, Core Inflation Outlook Less Certain
By Feb 10, 2011
Economic Research
Venezuela: Devaluation, Heavy Rains and International Shocks Hit Inflation
By Feb 9, 2011
Economic Research
Looking Beyond Base Effects and Data Volatility in India’s Industrial Production
By Feb 3, 2011
LatAm Weekly
Brazil’s Monetary Policy to Rely on Fiscal and Credit Policies; Mexico’s Economic Activity Surprises
By Jan 28, 2011
Economic Research
South Korea’s Price Stability Concerns: Are Rising Global Prices or Loose Domestic Policies to Blame?
By Jan 27, 2011
LatAm Weekly
Brazil’s Current Account Deficit Doubles; Mexico’s Inflation Expected to Drop
By Jan 26, 2011
North America Weekly
U.S. GDP Ends 2010 on Better Note; Canada Upgrades Growth Estimates
By Jan 24, 2011
Economic Research
Singapore's Inflation Accelerates in December, More to Come in Q1 2011
By Jan 20, 2011
North America Weekly
Will the Fed Allow Rising Borrowing Costs?; Sonata Forms in the Treasury Market
By Dec 20, 2010
Economic Research
Singapore's November Data: Inflation at Bay, Industrial Production Humming
By Dec 16, 2010
LatAm Weekly
Brazil’s Inflation Pressures Elevated; Mexico’s Industrial Output Decelerates
By Nov 12, 2010
Economic Research
Nov 15 Data Release: South Korea’s Monetary Policy Caught Between Inflation and Capital Inflows
By Nov 11, 2010
Economic Research
Nov 18 Monetary Policy Meeting: Philippines Central Bank Stays Loose
By Nov 11, 2010
North America Weekly
U.S.: Fed Debates Unemployment; Bank of Canada and Consumers on Hold?
By Oct 18, 2010
Economic Research
Oct 18 Data Release: New Zealand CPI Inflation to Emerge From Q3 Trough
By Oct 14, 2010
Economic Research
Oct 22 Data Release: Malaysian Inflation Poised for Temporary Acceleration
By Oct 14, 2010
Economic Research
October 13 Monetary Policy Meeting: Core Inflation Necessitates Rate Hike in South Korea
By Oct 8, 2010
Economic Research
October 14 Data Release: Easing Inflation Doesn't Eliminate India's Monetary Policy Challenges
By Oct 8, 2010
North America Weekly
U.S. Consumer Spending Better in Q3; Canada's Labor Market to Downshift
By Oct 4, 2010
Economic Research
Oct 5 Monetary Policy Meeting: Bank Indonesia Expected to Stay on Hold
By Sep 30, 2010
Economic Research
United States: FOMC Poised to Step Up, Home Prices Poised to Step Down
By Sep 27, 2010
LatAm Weekly
Brazil’s Consumer Confidence Stalls; Mexico’s Shy Recovery Persisted in Q2 2010
By Sep 24, 2010
LatAm Weekly
Brazil’s Current Account Deficit Widens; Argentina’s Growth Unsustainable
By Sep 22, 2010
North America Weekly
U.S.: Back to Fed Watching and Japanese Intervention; Canada: Deteriorating Household Balance Sheets
By Sep 20, 2010
Economic Research
United States: All Eyes on the FOMC; Japan Buying Treasurys Strongly
By Sep 20, 2010
Economic Research
North America Focus: Weak U.S. Data Spark 'Race to the Bottom'; Canada's Consumers Still Cool
By Aug 23, 2010
Economic Research
Europe Weekly Spotlight: UK and German Inflation; Turkish Monetary Policy; Nordic PMIs
By Aug 20, 2010
Economic Research
North America Focus: U.S.: Warming Up the Helicopter; Canada: Inflation Moderates Going Forward
By Aug 16, 2010
Economic Research
Europe Weekly Spotlight: Greek Loan Review; Depressed French Consumers; UK Financial Reform
By Aug 6, 2010
Economic Research
Europe Weekly Spotlight: EZ Corporate Credit Conditions; Inflation Risks in Russia
By Jul 30, 2010
Economic Research
Mexico: Headline Inflation Surprised to the Downside but Core CPI Remained Sticky in January
By Feb 10, 2009
EconoMonitors
Europe Channel
The ECB's Deposit Facility and its Guard Against Inflation - Euro Thoughts Sep. 21-25, 2009 - UniCredit Group
Sep 21, 2009
Asia Channel
The Scope of Central Bank Independence, and the Accountability Mechanisms that go with This
Sep 16, 2009
Global Macro Channel
Some Mid-Summer Thoughts on Inflation - Euro Thoughts - UniCredit Group
Aug 11, 2009
Daily Digest
Analysis
Turkey Monthly Economic Review: Debt Concerns Might Continue but 2010 Growth Remains Strong
ING Bank May 10, 2010
Analysis
Turkey: Monthly Price Developments (April 2010)
Central Bank of the Republic of Turkey May 06, 2010
News
IMF Says Latin America Must Moderate Use Of Interest Rate Hikes
Wall Street Journal May 04, 2010
Analysis
Turkey Market Watch: CBRT Remains Confident on Medium-Term Inflation
Seker Securities May 05, 2010
Analysis
Turkey Market Watch: April Inflation: No Surprise on Monthly CPI, but PPI Accelerates
Seker Securities May 04, 2010
Analysis
Turkey: Producer Prices Index April/ 2010
Turkish Statistical Institute (TurkStat) May 03, 2010
Analysis
Turkey: Consumer Prices Index April/ 2010
Turkish Statistical Institute (TurkStat) May 03, 2010
Analysis
Turkey Market Watch: CBRT Becomes less Dovish as Inflation Pressures Ease and the Economy Recovers
Seker Securities Apr 30, 2010
Analysis
Turkey Political & Economic Update: Amending Constitution; Turkish Economy is Bouncing Back
DenizBank April 2010
News
Brazil will Impose Import Levies to Face “Cheap” US Dollar, Unless Accord is Reached
Merco Press Apr 27, 2010
Analysis
Turkey Market Watch: Monthly CUR Continues to Accelerate in April; CBRT Maintains its Dovish Monetary Stance
Seker Securities Apr 27, 2010
Analysis
Press Release on Summary of the Monetary Policy Committee Meeting (April 13, 2010)
Central Bank of the Republic of Turkey Apr 26, 2010
Analysis
Press Release of the Central Bank of the Republic of Turkey on the Monetary Policy Exit Strategy
Central Bank of the Republic of Turkey Apr 22, 2010
News
Brazil considering tax breaks and lower import tariffs to fight inflation
Merco Press Apr 17, 2010
Analysis
Turkey Weekly Macro Comment: Revise Your Forecasts Upward, Political Tension Expectations Downward
Yapi Kredi Apr 12, 2010
Analysis
Turkey Market Watch: CBRT Kept Policy Rate at 6.50% in April in a Decision to Gradually Tighten Liquidity
Seker Securities Apr 14, 2010
Analysis
Turkey Market Watch: CBRT to Meet on Tuesday and Announce its Exit Strategy on Wednesday
Seker Securities Apr 12, 2010
Analysis
Romania: Exports advance 23% y/y in February, Imports increase 7% y/y, GDP most likely contracted in Q1, Output in construction falls
Raiffeisen Research Apr 12, 2010
RESEARCH AND STRATEGY FIXTURES
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Top 10 Most Read
Featured Economic Research and Market Strategy
Featured Analysis
No Hints of Easing From FOMC, But Low-Rates Gravy Train Keeps on Rolling
“Despite the reasonable growth pace of Q1, there is evidence of weakening in spending and investment activity indicators, and speed bumps have recently emerged in labor market progress.”
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