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…
finance
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…
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…
The Sleight of Hand Behind the ‘One-Time Adjustment’ and ‘Transitory’ Tariff Inflation Narrative
“Tariffs are a one-time price adjustment.” This quote is the bold yet defensible claim U.S.…
A Fresh Opportunity to Fade Bonds As A Marginal Change in Inflation Ignites A Near Oversold Market
Financial markets set up the next trade to fade the iShares 20+ Year Treasury Bond…
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…
Bonds Try to Weigh on A Market Trying Harder to Look Past Stabilizing Inflation
The Consumer Price Index (CPI) for November met “expectations”. As a result, the latest confirmation…
Inflation Stabilization Firms with Robust Services Spending
The Federal Reserve’s favorite inflation indicator, the Personal Consumption Expenditure (PCE) price index, hit a…