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…
Monetary Policy
Dr. Duru The Reserve Bank of Australia Looks Ahead to Peak Inflation
The peak inflation narrative has become quite popular with those who look for rapid reversions…
The Fed’s Hawkish Pressure Is Working Against Inflation
The Federal Reserve has stuck by its aggressively hawkish stance despite massive pains suffered in…
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…
Jim Bianco: “Arguably One of the Worst Forecasts In Fed History”
I thought *I* was critical of the Fed waiting so long to start normalizing monetary…
Low Wage Pressures Suppressing Inflation In Australia
Earlier this week the Reserve Bank of Australia (RBA) released its latest decision on monetary…
The Federal Reserve Fears On-Going Inflationary Pressures from Rents
I recently complained about the Fed’s belated sense of urgency in trying to get 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…