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As the Consumer Turns

As the Consumer Turns

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Yet Another Fed Reclassification Results in Yet More NDFI Loans
NDFI loans are now two-thirds the size of C&I loans
 • Adam Josephson
Foreign Central Banks to the U.S. Treasury: You'll Get Nothing and Like It!
The Fed is stepping into the void with its RMP/QE
 • Adam Josephson
Anyone Want to Buy a House, or Some Cheerios?
Lots of price cutting going on as demand for a wide variety of consumer goods remains persistently weak
 • Adam Josephson
What Are The Fed's So-Called Reserve Management Purchases, and Whom Do They Help?
The answer to the latter question: the U.S. government and the financial sector, as usual
 • Adam Josephson
Why Are U.S. Treasury Yields Rising Heading Into a Widely Expected Fed Rate Cut?
And what's the point of all these cuts anyway?
 • Adam Josephson
Primary Dealer Update: Swimming in Treasurys
Their securities holdings hit a new record
 • Adam Josephson
Tidbits from a Busy Week of Consumer Company Updates
Discount retailers continue to perform well for the most part, others much less so; CPG companies under ongoing pressure
 • Adam Josephson
As the Consumer Turns
As the Consumer Turns
Reformed sell-side equity research analyst; my background is in paper & packaging and more broadly the goods industry, and I follow accounting, banking, and economy-wide issues as they pertain to my former coverage universe.
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