I appeared again on the Morning Macro podcast. You can listen here to my latest appearance where I talked about...
Why have foreign holdings of US government debt dropped; how many Fed interest rate rises should we expect in 2017; and what can we learn from the current season of corporate earnings?
Why have foreign holdings of US government debt dropped; how many Fed interest rate rises should we expect in 2017; and what can we learn from the current season of corporate earnings?

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