Inflation Expectations and Inflationary Psychology
The Federal Reserve’s aggressive fight against inflation has savaged financial markets. Along the way, I…
Economy
Dr. Duru 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…
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…
Softening Inflation Expectations Are the Beginning Not the End of the Fed’s Hawkish Posturing
The surprisingly bad CPI report caused shockwaves throughout the stock market. Part of the shock…
So Much For Peak Inflation
“How long are we going to keep saying this is the worst of it?” Carl…
Growing Inflationary Pressures Force Even the Swiss National Bank to Hike Rates
The financial world last saw the Swiss National Bank (SNB) hike its interest rate back…
SF Fed President Maps the Path Toward Neutral Policy, Not Banking On “Peak Inflation”
More hawkish, anti-inflation commentary from Fed Chair Jerome Powell got top billing today in financial…
An Attempt to Explain Today’s Lower Inflationary Pressures In Japan
In a world of soaring commodity prices, major commodity importers should worry about increasing inflation…
Transitory Complete: Fed Chair Jay Powell Gets Comfortable With the Inflation Hawks
Transitory Complete Pandemic-era inflation pressures were not transitory after all. The inflation watchers I follow…
The Fed Asks “What Inflation?”
Last week, headlines and pundits were hot and bothered about the potential for the Federal…