David Zervos: Tutto Bene
October 26, 2015
This is the latest note from David Zervos, chief econ at Jefferies. For new readers, he is a former Fed economist, and he typifies what the Coastal Economics types are thinking but says it more cogently. Read him to know the mindset that is setting central bank policy. And note in passing that he has been right on his market calls for the last four years.