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A collection of 2 posts

Odds Increase That the Fed Doesn't Cut Rates This Week

Odds Increase That the Fed Doesn't Cut Rates This Week

Another FOMC decision is upon us. Expectations are for a 25 bps cut. Equity markets are near all-time highs and US economic data continues to be resilient. A communications embargo has limited public FOMC communications. NLP analysis of available FOMC communications suggests a much lower likelihood of a rate cut

Congress Supports the Trade War, Even if You Don't

Congress Supports the Trade War, Even if You Don't

Conventional wisdom is that Congress doesn’t support the trade war. Sentiment analysis of every member’s Twitter feeds paints a different picture. TL;DR: Congress is about as negative on China as the President is. And their followers are rewarding negative China tweets with more likes and retweets. With