Jerome Powell: Meaningful Inflation Is Coming
The press conference for the Federal Open Market Committee (FOMC) was about as boring as…
DXY
Dr. Duru 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…
Inflation Expectations Surge As the U.S. Dollar Tops Out
Three weeks ago I talked about a potential Fed calm before a market storm. Of…
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…
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…
Who Is Paying Attention to Stabilizing Core Inflation?
The Consumer Price Index (CPI) report for September extended a stabilizing trend for core inflation.…
From Inflation Fizzle to Sizzle
Inflation is probably still dead, but its “stickiness” still has the potential to spook financial…
The Federal Reserve Makes It Official: Inflation Is Dead
At the risk of making Inflation Watch a lot less relevant and topical, I am…
Fed’s Bostic: Still Comfortable Leaning Into Tight Labor Markets
I have argued for a while that as long as the labor market remains tight…