August Beige Book Points Toward Higher Inflation to Come
The Federal Reserve’s August Beige Book sang a tune similar to the song from the…
Federal Reserve
Dr. Duru Powell Places His First Step On the Stairs Of Hopeful Monetary Policy
The current adventures in monetary policy take me back to the early pandemic times when…
July Beige Book Reinforces A Bottoming in CPI
The Federal Reserve’s July Beige Book sang a tune similar to the one from the…
Tom Lee Dismisses Tariff Inflation — But Data, Theory, and Research Say Otherwise
Introduction: Tom Lee’s Non-Inflationary Thesis In a recent interview, Fundstrat Co-founder and Head of Research…
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…
Jerome Powell: Meaningful Inflation Is Coming
The press conference for the Federal Open Market Committee (FOMC) was about as boring as…
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…
Why TIPS Failed Spectacularly In 2022… And Is NOW the Time to Buy?
Why TIPS Failed TIPS are Treasury Inflation Protected Securities. The name implies that purchasing these…