RockCreek News

Signals or Noise?

The annual gathering of central bankers at Jackson Hole is always watched closely by policymakers, economists, and investors. As summer draws to a close, the watch on this week’s event — taking place August 26-28 — is even more intense

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Waiting for Data

For some weeks now, investors and policymakers alike have been waiting to get a clearer picture of where the American economy is heading. Are the inflation worriers correct that this year’s burst of price increases will become embedded, or will

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Jobs, jobs, jobs

In today’s world, Fed watchers need to keep a close eye on labor market trends as well as inflation – where new data will come this week. High unemployment and sluggish job growth has stayed the hand of the US central

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Looking Ahead?

Pity the world’s central banks, who are trying to make sense of the global economy as they ponder their next policy move. Covid-19 is rearing up again, just when many had thrown masks and caution to the winds. Can its

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Q2 2021 Commentary Letter: Beyond the Peak

The US recovery is alive and well. And financial markets loved it in Q2.  Even the persistent high numbers on inflation and a hawkish shift in signals from the Federal Reserve could not dampen spirits. The S&P 500 ended the

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