You’ve heard me complain that zero interest rate policy (ZIRP) is inconsistent with today’s economic reality. That maintaining policy typically reserved for the severest

Janet Yellen and the members of the Federal Open Market Committee read the financial news, watch CNBC and Bloomberg and note how the investment

Where I mention waning economic indicators, I should have added “with the exception of the labor market, where all arrows point to continued strength

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A week ago Friday’s 270+ point Dow sell off was all about an impressive jobs number and, thus, fear over the heightened prospects for

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Last week I stressed that while manufacturing data is always billed as a critical indicator of U.S. growth, it utterly pales in comparison to

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