Don’t Blame the Fed: The Fed Gives Us What We Want
The Fed’s risk management strategy was ostensibly designed to keep pushing rates higher until the…
Dr. Duru An Inflation Downtrend Quickly Evaporates
Some inflation analysts have enthusiastically contorted the inflation data to dismiss today’s inflation problem and/or…
Kashkari Acknowledges the Fed’s Inflation Miss. Will the Fed Catch Easing Financial Conditions?
At the beginning of the year, Neel Kashkari, President of the Minneapolis Federal Reserve, wrote…
Did Alan Blinder Suggest the Fed Should Have Done Nothing About Inflation?
The Claim Former Fed Governor and current Princeton Economics professor, Alan S. Blinder wrote an…
Bullard Ready to Declare Partial Victory Over Inflation
James Bullard, President and CEO of the St. Louis Federal Reserve, delivered a speech today…
On Marketplace, El-Erian Describes the Cost of A Late Start to Fighting Inflation
Mohamed El-Erian earned kudos on these pages when he pushed against 2021’s conventional wisdom of…
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…
Median CPI May Be A Window on Fed’s Inflation Caution
Last week, the Federal Reserve disappointed markets once again with its refusal to acknowledge the…
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…