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Rising COVID cases, falling economy

Tom Spencer

Since the start of February this year, the Fed has expanded its balance sheet by more than $2.4 To put that in context, the Fed was created in 1913, and its total balance sheet assets only reached $2.4 trillion in assets, but only 2 months to achieve the same amount of balance sheet expansion this year.

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Customer intent is a treasure trove of actionable data hiding in plain sight

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Insights into what customers want and need are more important than ever as the economy and market conditions change. These insights can help companies better train their customer support teams and ensure they’re equipped with the right information to meet customer needs.

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Nothing Magical About 2% Inflation Target Says Bernanke

MishTalk

Alas, his brain actually went into reverse: Bernanke Open to Raising Inflation Target Fed Struggles to Meet. Others, such as Scott Sumner of Bentley University in Waltham, Massachusetts, argue that the Fed should adopt a goal for the growth of nominal gross domestic product, rather than focusing on a price index.

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Where I Think “Agile” is Headed, Part 2: Where Does Management Fit?

Johanna Rothman

In Part 1 , I wrote about how “Agile” is not a silver bullet and is not right for every team and every product. Not person-based optimization, but optimization for the products/services that the organization needs. ” Or, “Is there something smaller we could offer the market? What Agile Managers Might Do.

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Ivory Tower Academics, Inflation, and Kindness

MishTalk

And long-term rates are what matter for capital investment, which is key to increasing the economy’s growth potential and raising productivity.". From 1997-2000 the Fed ignored a major bubble in the stock market. Inflation Benefit 3 (?): "Balance sheet recession" might go away! Balance sheet recession" might go away!?

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Getting Your Deal Done

Martinka Consulting

I told him we would not meet in person until he talked to his wife about it. Have a strong balance sheet. Pay them a fair wage, have a good culture, and keep productivity high. The customers, suppliers, employees, market conditions, competition, the lease, and anything else that influences the numbers. Guess what?

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Fed Minutes Show Majority Believe "Marginal Efficacy of QE Likely Declining"; Economy Turned the Corner?

MishTalk

Inquiring minds are reading Minutes of the December 17-18 FOMC Meeting to see what the Fed is thinking. A couple of participants thought that the marginal efficacy of the program was not declining, as evidenced by the substantial effects in financial markets in recent months of news about the likely path of purchases.