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As Macro Thoughts has been warning, US auto sales reflect the problems underlying the US economy.

Keith GrindlayApril 4, 2017Credit, Debt, Federal Reserve, GDP, macroeconomic

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The risks of disappointment and a collapse in confidence are building.

Keith GrindlayApril 2, 2017bonds, ECONOMIC, Europe, Federal Reserve, GDP, Inflation, oil, President, Risks

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Should fund managers be positioned for 3% or 4% yields ?

Keith GrindlayMarch 26, 2017Brexit, Federal Reserve, GDP, Inflation

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Reaching the eye of the storm

Keith GrindlayMarch 19, 2017bonds, Brexit, Europe, Federal Reserve, fixed income, GDP, Inflation, macroeconomic, Producer Inflation, Trade, UK

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While factories suffer Producer Inflation, can there be any wage inflation?

Keith GrindlayMarch 12, 2017bonds, Brexit, Federal Reserve, Inflation, Producer Inflation, Risks, Trade, UK, unemployment

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