Who Is Paying Attention to Stabilizing Core Inflation?
The Consumer Price Index (CPI) report for September extended a stabilizing trend for core inflation.…
Bond market
Dr. Duru What A Victory Over Inflation Looks Like to the Federal Reserve
In its last statement and discussion on monetary policy, the Federal Reserve essentially announced its…
The New Recession Obsession: The Sahm Rule
I first heard of the Sahm Rule on a trading podcast earlier this week. When…
An Inflation Story
Reuters recently published a panoramic view of inflation over the past several years. While the…
Now the Market Just Needs the Rate Cuts
There is clearly something magical in seeing an inflation measure carry a negative sign. The…
Fed’s Powell Avoids the Obvious: Inflation and Interest Rate Forecasts Make Little Sense
The Federal Reserve rolled out its latest statement on monetary policy which included an updated…
Fed’s Powell Avoids Rate Cut Talk While April CPI Keeps Hope Alive
Federal Reserve Chair Jerome Powell made a timely appearance in Amsterdam for a meeting of…
Financial Conditions Make A Monetary Roundtrip and Undercut the Need for Rate Cuts
Last week, financial markets stared in dismay at “sticky” inflation numbers on the consumer and…
From Inflation Fizzle to Sizzle
Inflation is probably still dead, but its “stickiness” still has the potential to spook financial…
Canada’s Version of Higher for Longer: Inflation Risks Have Increased
The Bank of Canada (BoC) has completed a 180-degree turn from its goldilocks outlook on…