The Fed’s Labor Market Divide Is Hardening Against Rate Cuts
In “Lessons from the Fed Minutes: Why Division and Dissension Are Likely to Dominate Monetary…
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Dr. Duru Lessons from the Fed Minutes: Why Division and Dissension Are Likely to Dominate Monetary Policy in 2026
Why the Fed Minutes Matter More Than the Press Conference With so much dissension and…
Financial Conditions Make A Monetary Roundtrip and Undercut the Need for Rate Cuts
Last week, financial markets stared in dismay at “sticky” inflation numbers on the consumer and…
Why the Excitement? A Q&A on Monetary Policy with Generative AI
I left last week’s Federal Reserve conference call with the impression that nothing had changed.…
The Fed Plants A Flag On Peak Inflation and An Economic Soft Landing
Robert G. Valletta, associate director of research and senior VP at the SF Fed, planted…
Stock Market Loves Powell Moving from “Keep At It” to “Stay the Course” On Fighting Inflation
When Federal Reserve Chair tersely spoke at Jackson Hole on August 26th, he sent a…
Wages on the rise in China
Several reports have been published this year documenting rising wages in China. In “Wage Rises…
U.S. workers missing out on the “reflation celebration”
Several times on these pages, I have “celebrated” various confirmations of reflation as indicated by…
Production costs may have the last laugh on The Simpsons
The venerable cartoon series “The Simpsons” has a strong following that has kept the show…
Reflation celebration for corporate executives in Arizona and Georgia
The spotlight is shining bright these days on executive pay. I have cited several stories…