Powell vs. Waller: Divided Fed Faces Tariff-Driven Inflation Uncertainty
Monetary intrigue has emerged in the form of an apparent divide inside the Federal Reserve…
Monetary Policy
Dr. Duru Jerome Powell: Meaningful Inflation Is Coming
The press conference for the Federal Open Market Committee (FOMC) was about as boring as…
Inflation at Target and GDP Growth Recovery: A Comeback Case for the Australian Dollar
Over the past year, I’ve grown increasingly interested in the Australian dollar as a contrarian…
Powell’s (Not So) Hidden Plea to End the U.S.’s Tariff War
During last week’s press conference on the Federal Reserve’s monetary policy, I heard a narrative…
An Early Look At Stagflationary Pressures
The Federal Reserve Bank of Philadelphia’s April 2025 Manufacturing Business Outlook Survey provided an early…
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…
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…
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…