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Macro-Financial Analysis and Banking (M-FAB)

Macro-Financial Analysis and Banking (M-FAB)

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How Long Can Above Target US Inflation Last?
Surely it must be reasonable for FOMC to take a wait and see approach until Sept to begin to raise rates?
 • Jill Cetina
Team Transitory 2.0
I offered some reflections on Friday’s strong US employment report here.
 • Jill Cetina
Initial thoughts on new US tariff announcement related to forced labor even as things heat up in the Strait of Hormuz
Forget about possible disinflation coming from the recent Supreme Court ruling overturning IEEPA tariffs and coming July expiration of temporary Section…
 • Jill Cetina
H4L commodity prices and two stages of grief over the major US foreign policy error of the Strait of Hormuz
The market’s baseline outlook on the Strait has been that a peace deal will happen.
 • Jill Cetina
My discussion with the Credit Matters podcast team
Thanks to Shankar and Bruce at Informa Global Markets for inviting me to join today their weekly podcast, Credit Matters.
 • Jill Cetina
"Waiting for Godot" and Still Waiting on Reopening the Strait of Hormuz
In Beckett’s play “Waiting for Godot” (1951), the main characters spend their days waiting for someone named Godot who they believe will offer…
 • Jill Cetina
Financial markets are picnicking on the slope of a smouldering volcano
H4L energy and commodity prices continue with elevated inflation and ultimately multi-country recession risks on the rise
 • Jill Cetina
Macro-Financial Analysis and Banking (M-FAB)
Macro-Financial Analysis and Banking (M-FAB)
Jill Cetina, CFA's Substack on all things macro-finance, banking, regulation, fixed income markets and financial stability
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Macro-Financial Analysis and Banking (M-FAB)

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