The Fed’s Favorite Inflation Measure Leapfrogs the CPI
The Personal Income and Outlays for December, 2025 from the Bureau of Economic Analysis (BEA)…
commodities
Dr. Duru Australian Dollar Breaks Out As Economic Winds Blow Toward Rate Hikes
The Australian dollar (AUD/USD) in the form of the Invesco CurrencyShares Australian Dollar Trust (FXA)…
A Fresh Opportunity to Fade Bonds As A Marginal Change in Inflation Ignites A Near Oversold Market
Financial markets set up the next trade to fade the iShares 20+ Year Treasury Bond…
The Federal Reserve Is Paying Attention to Stabilizing Core Inflation
A month ago I asked who is paying attention to stabilizing core inflation? The question…
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…
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…
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…
A Golden Inflation Conundrum
Last week, SPDR Gold Shares (GLD) rallied on weak inflation news and pulled back on…
Don’t Blame the Fed: The Fed Gives Us What We Want
The Fed’s risk management strategy was ostensibly designed to keep pushing rates higher until the…
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…