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)…
Currencies
Dr. Duru A Calm Before Fresh Inflation Agitation?
If the Federal Reserve’s Beige Book for May, 2025 is indicative, then the soft CPI…
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…
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…
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…
The Federal Reserve’s “Hawkishness” Finally Gets the Stock Market’s Attention
Attention! For three months, the bond market has flagged stabilizing inflation starting with the Fed’s…
Bonds Try to Weigh on A Market Trying Harder to Look Past Stabilizing Inflation
The Consumer Price Index (CPI) for November met “expectations”. As a result, the latest confirmation…
Who Is Paying Attention to Stabilizing Core Inflation?
The Consumer Price Index (CPI) report for September extended a stabilizing trend for core inflation.…
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…