(1) Benefit of hindsight. (2) Fed’s “dot plot” triggered latest tightening tantrum. (3) Transportation stocks signaled trouble starting a year ago. (4) Markets freaking out about global secular stagnation and Chinese capital outflows. (5) Central bank bazookas using blanks and backfiring. (6) NIRP not working for ECB and BOJ. (7) Dudley says Fed still doing PIRP walk, and too soon to talk about NIRP. (8) A batch of happy news from the USA. (9) The negative consequences of NIRP.
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