Systemic Reset as QE Reset?

By |2015-04-22T17:04:39-04:00April 22nd, 2015|Bonds, Economy, Federal Reserve/Monetary Policy, Markets|

If there is a set of data points that should be most concerning and useful (in that regard) to policymakers they are certainly related to junk debt. You can throw away even the irregular nature of GDP and surely ignore the Establishment Survey and unemployment rate. Given that those statistics are at least captured by a greater governing dynamic (which [...]