It is a sad day for me that I have not met Steve Blitz over my long career as we could have had some great discussions with very uncertain outcomes from those discussions.....Steve take a few moments to tread through the archives of Notes From Underground where 2+2=5 is also a beautiful thing
A 50 basis point cut August first as an insurance policy against the slowing jobs market-----with R* at 2.5% using the latest data and the overnight rate ---there is room to take out an insurance policy and remove the political element of a SEptember cut---if only the FED used market sense then the tools of the academic modelers
HI Yra! Would you like to tell Steve Blitz that you would like to get in touch with him?
It is a sad day for me that I have not met Steve Blitz over my long career as we could have had some great discussions with very uncertain outcomes from those discussions.....Steve take a few moments to tread through the archives of Notes From Underground where 2+2=5 is also a beautiful thing
A 50 basis point cut August first as an insurance policy against the slowing jobs market-----with R* at 2.5% using the latest data and the overnight rate ---there is room to take out an insurance policy and remove the political element of a SEptember cut---if only the FED used market sense then the tools of the academic modelers