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…
inflation
Dr. Duru Powell’s Promises: Containing Tariff-Driven Inflation and Risks to Dual Mandate
Introduction: Powell’s Promises In his latest press conference on monetary policy, Federal Reserve Chair Jerome…
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…
A Calm Before Fresh Inflation Agitation?
If the Federal Reserve’s Beige Book for May, 2025 is indicative, then the soft CPI…
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…
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…
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…