Tim Duy
Tim Duy's Latest Articles | 286
Confidence Boom?
The early read on the Thomson Reuters/University of Michigan Consumer Sentiment index jumped to 83.7 in May, up from 76.4 in April. Just a quick reminder before... Read »
Fed Watch: Dodged That Bullet
I was reading Robin Harding’s take on the possible nomination of Federal Reserve Vice Chair Janet Yellen for the top job at the Fed, and a chill went down... Read »
Fed’s Plosser on the Exit
As is well known, policymakers have been coalescing around a QE exit strategy for some time, since at least the March FOMC meeting. Two central issues with the... Read »
What Does Japan Mean for the Rest of the World?
Is Abenomics about boosting exports or domestic demand? I tend to agree with Lars Christensen on this issue: There has been a lot of focus on the fact that USD/JPY... Read »
Fears of an Imminent Policy-Driven Collapse in Stock Prices are Over-Exaggerated
Thinking further about this from Friday’s Jon Hilsenrath Wall Street Journal article: Stocks and bond markets have taken off since the Fed announced in September... Read »
End of QE may Occur this Year, Rate Hike Not Likely
Gavyn Davies at the Financial Times questions the Federal Reserve’s employment target: On the wider issue of general monetary policy, the behaviour of inflation... Read »
When Will The Divergence Between PCE and CPI Matter?
The divergence between PCE and CPI measures of inflation remains in the headlines. Pedro da Costa at Reuters sees a test of the Fed’s credibility at hand: With... Read »
Barro on Boehner
This by Bloomberg’s Josh Barrow deserves to be highlighted: Yesterday, in an interview with Bloomberg Television, House Speaker John Boehner warned that... Read »
When Deficits Become a Problem
L. Randall Wray (ht FTAlphaville) thinks the Paul Krugman has made the leap to MMT by acknowledging the ability of the central bank to control interest rates. Wray... Read »
Strong Jobs Report
Don’t Get Fooled Again. San Franscisco Fed President John WIlliams discounted the last employment report, and he was right to do so. The underlying economy... Read »






