From Inflation Fizzle to Sizzle
Inflation is probably still dead, but its “stickiness” still has the potential to spook financial…
Bond market
Dr. Duru 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…
What Powell Missed In His Jackson Hole Speech Explaining Inflation’s Drivers
Federal Reserve Chair Jerome Powell included a neat and tidy explanation of the drivers of…
An Inflation Downtrend Quickly Evaporates
Some inflation analysts have enthusiastically contorted the inflation data to dismiss today’s inflation problem and/or…
Kashkari Acknowledges the Fed’s Inflation Miss. Will the Fed Catch Easing Financial Conditions?
At the beginning of the year, Neel Kashkari, President of the Minneapolis Federal Reserve, wrote…
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…
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…
The Fed’s Hawkish Pressure Is Working Against Inflation
The Federal Reserve has stuck by its aggressively hawkish stance despite massive pains suffered in…