Inflation at Target and GDP Growth Recovery: A Comeback Case for the Australian Dollar
Over the past year, I’ve grown increasingly interested in the Australian dollar as a contrarian…
Dr. Duru
Dr. Duru Powell’s (Not So) Hidden Plea to End the U.S.’s Tariff War
During last week’s press conference on the Federal Reserve’s monetary policy, I heard a narrative…
An Early Look At Stagflationary Pressures
The Federal Reserve Bank of Philadelphia’s April 2025 Manufacturing Business Outlook Survey provided an early…
Inflation Concerns Rise at the Federal Reserve Amid Tariff Unease
Inflation concerns are apparently on the rise at the Federal Reserve amid tariff unease. Recent…
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…
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…
Maximum Pressure for the Federal Reserve
Investor expectations for rate cuts are rising. Consumer’s inflation fears are rising while sentiment and…
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.…
Inflation Expectations Surge As the U.S. Dollar Tops Out
Three weeks ago I talked about a potential Fed calm before a market storm. Of…
A Fed Calm Before A Market Storm?
I left the Federal Reserve’s latest decision on monetary policy with three simple observations besides…