Powell Places His First Step On the Stairs Of Hopeful Monetary Policy
The current adventures in monetary policy take me back to the early pandemic times when…
Housing
Dr. Duru Powell’s Promises: Containing Tariff-Driven Inflation and Risks to Dual Mandate
Introduction: Powell’s Promises In his latest press conference on monetary policy, Federal Reserve Chair Jerome…
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…
An Inflation Story
Reuters recently published a panoramic view of inflation over the past several years. While the…
From Inflation Fizzle to Sizzle
Inflation is probably still dead, but its “stickiness” still has the potential to spook financial…
Inflation Now, Inflation 76 Years Ago
In “Want to Understand 2024? Look at 1948“, the New York Times drew some fascinating…
Despite the Inflation Celebrations, the Case Against Team Transitory Still Stands
The excitement over a slightly softer than “expected” October inflation print extended from financial markets…
A Stall in Canada’s Core Inflation Narrative
What a difference 5 months can make. Canada’s inflation trend has apparently transitioned from a…
Lennar Corporation: How the Fed Is Cooling Inflation In the Housing Market
Plenty of evidence exists that the Federal Reserve’s fight against inflation is working. Home builder…