Core inflation needs to be a lot lower before Fed can declare victory:… "So headline inflation year on year has now dropped below core year on year which is… Read More...
Fed’s actions on SVB substantially reduces contagion risk: Geoff… "It does still point towards the question of are there other banks that are in a… Read More...
Good chance of getting US inflation down to 3-3.5% by year end : Geoff… " I still see this as being a situation where inflation is going lower and there is… Read More...