Sunday, 18 October 2015

US Bond Market Week in Review: Will Inflation Be Weak For Longer Than Anticipated, Edition

     Congress gave the Fed a dual mandate: maximum employment and price stability.  Currently, there is a fair amount of uniformity among Fed governors regarding the former’s situation.  While the unemployment rate is low, other measures of labor utilization show a higher than desired amount of slack.  Weak wage growth confirms this underutilization.  But ultimately, all argue that, should the “moderate” expansion continue, slack will disappear leading to increasing wage pressure. 



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