(1) Reviving our Topical Studies. (2) More thoughts on the yield curve. (3) Yield-Curve Rules for the Fed’s money-meisters. (4) The Fed pauses just as suggested by Rule #2. (5) More upside for stocks if Fed pause averts a (meaningful) yield-curve inversion. (6) Labor market is golden for Goldilocks. (7) Running out of workers? Not yet. (8) Wages still rising ahead of price inflation. (9) Rooting for a rebound in productivity. (10) Movie review: “The Highwaymen” (+).
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