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Europe: What Wall Street Is Missing May 4, 2016 Global Economy As the second largest member of the PIIGS pack, Spain was much reviled. But the country has rebounded despite anti-austerity bloviating. So much for Keynesian doomsaying …
Beware the Fed’s Hubris on Inflation April 19, 2016 U.S. Economy The market has grown used to cries of “Deflation!” and dovish Fed speeches. So much so, that early indicators are being ignored. The fact is, inflation is about to blindside Wall Street.