A Brief History of Considerable Time

(1) Fed will normalize once the economy has escaped. (2) Are we there yet? (3) Charles Evans saw it coming last year. (4) “Considerable time” has been around for a considerable time. So has NZIRP. (5) Time to drop time? (6) The case for 2.5%-3.0% bond yields. (7) Hilsenrath’s take. (8) Yellen will soften the blow. (9) How can we measure escape velocity? (10) Another solid batch of US economic indicators. (11) Upward revisions give retail sales a boost. (12) Focus on market-weight-rated S&P 500 Consumer Discretionary Retailers. (13) “The Drop” (+ +).