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MacleodFinance: "I would not rule out the price of oil going up well over $200 a barrel"
16 arguments: Why he says a break above 5% on the 10-year bursts the bubble, what three European central banks have worked out about New York, and why…
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C.S. Venkatakrishnan: Barclays was on 9 of the 10 big IPOs in the first half
9 takeaways: The three forces he says are pressuring bond markets worldwide, why he calls AI the icing rather than the cake at Barclays, and what a…
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Marketplace: the 9 biggest tech firms have nearly $3T of debt off the books
7 takeaways: Why central banks are all turning hawkish at once, how buy-now-pay-later balances cost one buyer a mortgage, and the record diesel price…
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RBC's Jason Daw: Canada's biggest shock was population, not tariffs - 3% to 0%
10 takeaways: Why a core CPI print rounding to 0.3 puts a September Fed hike in play, what Bessent can still do to 30-year yields, and how long Europe's…
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Adam Posen: Warsh's speech was a B-minus, and the Fed just guided itself into a hike
11 takeaways: Why he expects Fed funds 75bps to 100bps higher in 6 months, what breaks if the hike never comes, and the task force he says will surprise…
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Andrew Bailey: Why he commends Warsh on forward guidance, sees subdued second-round effects in the UK, and won't match a Fed hike just…
The Bank of England governor on the September balance-sheet decision he won't prejudge, why he refuses the hawk or dove label, and whether AI's demand…
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Fed Focus, Anthropic Victory and PayPal Deal Bust: Warsh puts 65 months of inflation on the Fed, Advent and Stripe walk away from PayPal…
Bank of England's Andrew Bailey on forward guidance and unconditional promises, Spirit AI's CEO on a ChatGPT moment for robots in three years, and a…
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Jon Turek: Warsh is an owl rather than a hawk or a dove, the Treasury bought back bonds with nothing broken, and both tails of AI capex got…
The JST Advisors founder on why a Treasury that fights the market could force the Fed to hike, why the dollar's downside now outweighs its upside, and…
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