Avery Shenfeld
Avery Shenfeld
banks central continue economy guided longer models relate
Central banks continue to be guided by macroeconomic models that relate to an economy that no longer exists.
bells canadian dollar drag economy starting warning
The warning bells are starting to ring, that the drag on manufacturing from the Canadian dollar . . . is starting to show through, now that the U.S. economy is starting to slow.
economy inflation material potential rate reward risk situation thinking whenever
Whenever you have a situation where inflation is not a material risk and the economy is underperforming, you should be thinking about a rate cut. There's a potential reward and not much risk.