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Warsh Doubled Down On Jawboning Even As the Fed Fights Over Rate Hikes

Warsh Doubled Down On Jawboning Even As the Fed Fights Over Rate Hikes

Warsh’s War On Inflation Starts With Jawboning

Warsh’s War On Inflation Starts With Jawboning

From Sticky to Streaky, Inflation Looms Larger

From Sticky to Streaky, Inflation Looms Larger

Powell: Inflation Is Uncertain and the Forecasts Lack Conviction

Powell: Inflation Is Uncertain and the Forecasts Lack Conviction Diesel Fuel Prices Surge Toward Levels Seen in the Last Two Inflation Shocks

March 2025

Bond market Economy Japan

Why TIPS Failed Spectacularly In 2022… And Is NOW the Time to Buy?

Why TIPS Failed TIPS are Treasury Inflation Protected Securities. The name implies that purchasing these…

Dr. Duru March 30, 2025 2 Comments

Economy Monetary Policy

Jerome Powell’s Fed Deftly Maneuvers Through a Stagflationary Minefield

Federal Chair Jerome Powell was up to the challenge of facing down the maximum pressure…

Dr. Duru March 19, 2025 2 Comments

Economy Monetary Policy

Maximum Pressure for the Federal Reserve

Investor expectations for rate cuts are rising. Consumer’s inflation fears are rising while sentiment and…

Dr. Duru March 14, 2025 1 Comment

Canada CPI Currencies Economy Mexico trade war

The Sleight of Hand Behind the ‘One-Time Adjustment’ and ‘Transitory’ Tariff Inflation Narrative

“Tariffs are a one-time price adjustment.” This quote is the bold yet defensible claim U.S.…

Dr. Duru March 8, 2025 8 Comments

Bond market Economy Monetary Policy Stock Market

Warsh Doubled Down On Jawboning Even As the Fed Fights Over Rate Hikes

Economy Monetary Policy

Warsh’s War On Inflation Starts With Jawboning

Bond market commodities CPI gold PCE

From Sticky to Streaky, Inflation Looms Larger

Economy Monetary Policy PCE

Powell: Inflation Is Uncertain and the Forecasts Lack Conviction