Where The Spreadsheet Meets The Road

By |2014-05-06T17:05:49-04:00May 6th, 2014|Bonds, Currencies, Economy, Markets|

The European recovery narrative continues without abate despite the lack of validation by something so basic as employment. In tandem with unemployment, inflation has failed to materialize as promised, more than suggesting far more nuance to the recovery failure than simply a return of positive numbers (including PMI’s). While the disinflation has to be a welcome respite among far too [...]