An Early Look At Stagflationary Pressures
The Federal Reserve Bank of Philadelphia’s April 2025 Manufacturing Business Outlook Survey provided an early…
Economy
Dr. Duru 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…
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…