Where finance and media intersect with reality.
The Fed’s most ardent dove, Stephen Miran, said he would reverse his December shift toward easier policy if he is still at the Federal Reserve
In an exclusive interview with the Peg, Stephen Miran outlines his views on inflation, AI labour displacement, balance sheet policy, and much more.
Finteum’s Brian Nolan predicts that funding markets will eventually price more like electricity markets.
The question is what will replace it and how responsive will any new system be to the intraday liquidity needs of the real economy?
China’s trade surplus persists despite tariffs. But few see who’s really financing it.
And what it suggests about how financial pressure could be turned on China and Europe.
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