On Marketplace, El-Erian Describes the Cost of A Late Start to Fighting Inflation
Mohamed El-Erian earned kudos on these pages when he pushed against 2021’s conventional wisdom of…
2022
Dr. Duru Lennar Corporation: How the Fed Is Cooling Inflation In the Housing Market
Plenty of evidence exists that the Federal Reserve’s fight against inflation is working. Home builder…
Median CPI May Be A Window on Fed’s Inflation Caution
Last week, the Federal Reserve disappointed markets once again with its refusal to acknowledge the…
The Fed Plants A Flag On Peak Inflation and An Economic Soft Landing
Robert G. Valletta, associate director of research and senior VP at the SF Fed, planted…
Stock Market Loves Powell Moving from “Keep At It” to “Stay the Course” On Fighting Inflation
When Federal Reserve Chair tersely spoke at Jackson Hole on August 26th, he sent a…
The Swiss National Bank Knows More About Inflation Than You
Swiss National Bank (SNB) Chairman Thomas Jordan made headlines two days ago in a speech…
Inflation Expectations and Inflationary Psychology
The Federal Reserve’s aggressive fight against inflation has savaged financial markets. Along the way, I…
Why the Fed Won’t Read Cathie Wood’s Open Letter
A Letter or A Plea? ARK Invest’s Cathie Wood has opposed the Federal Reverse since…
Fed’s Daly: The Market Is Wrong About A Hump in 2023 Fed Rates
The Federal Reserve board governors continue to stay on message, reminding the market over and…
Softening Inflation Expectations Are the Beginning Not the End of the Fed’s Hawkish Posturing
The surprisingly bad CPI report caused shockwaves throughout the stock market. Part of the shock…