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Jackson Hole Saturday, When the Real Hyperinflationary Fireworks Occurred

By Andrew Hoffman – Re-Blogged From http://www.milesfranklin.com/

Pardon me if this article starts out a bit disjointed, as I accidentally erased the notes I took last night, amidst the 155th “Sunday Night Sentiment” attack of the past 161 weekends.  1,894 more words

GDP & Employment

The Fed: Myths vs. Reality

Traders, bloggers, media talking heads, and pundits of all stripes went into a feverish sweat as they anticipated the comments of Federal Reserve Chairman Janet Yellen at the annual economic summit held in Jackson Hole, Wyoming. 1,146 more words

Themes - Trends

The current 'state' of central banks

Let’s start where everyone agrees – we want growth and productivity to be higher. The Fed is trying to achieve this through lower for longer rates but acknowledges it’s slow in its effect and also acknowledge the economy is, whilst getting stronger, still subject to shocks which could destabilise the recovery. 737 more words

Markets

27 Aug 2016 (AFR) - Federal Reserve rapped for failure of low interest rates; Fed’s Janet Yellen faces confidence crisis at Jackson Hole

(27 August 2016, AFR, p9, by John Kehoe)

‘The US Federal Reserve and other central banks are facing a crisis of confidence in their institutions, as they come under growing criticism from prominent economists and former officials for failing to deliver satisfactory economic growth. 66 more words

1.Market Observations

The Failing Fed?

The US print edition of the Wall Street Journal paints a picture today of the US Federal Reserve as it was a failing institute. The front page carries a leader titled, … 339 more words

26 Aug 2016 (AFR) - Why China's batteris are near exhaustion; China is exhausted, so EM investors should look elsewhere

(26 August 2016, AFR, p31, by James Kynge)

‘With the Olympics just ended, we are refreshed in the terminology of physical exhaustion: athletes hit the wall, suffer glycogen deficits or exceed their lactate thresholds, before restoring themselves by simply taking a rest. 51 more words

1.Market Observations