Ruth Judson: TIC data’s limitations hinder foreign investment insights, the Fed’s diminishing focus on monetary aggregates, and the TGA’s impact on currency demand volatility | Macro Musings

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Monetary aggregates' relevance wanes as the Fed shifts focus, impacting economic insights during instability. Key takeaways

The TIC data system’s limitation to US entities restricts the comp… [+6670 chars]

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Ruth Judson: TIC data’s limitations hinder foreign investment insights, the Fed’s diminishing focus on monetary aggregates, and the TGA’s impact on currency demand volatility | Macro Musings

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