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…
Economy
Dr. Duru 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…
Consumers No Longer Accept the Blame for Inflation
During our recent experience with inflation, I frequently see and hear narratives about how a…
The Carry Trade Sweeps the Sahm Rule Aside
Events are happening fast in the financial markets. Suddenly a large convergence of negative catalysts…
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…