Lessons from the Fed Minutes: Why Division and Dissension Are Likely to Dominate Monetary Policy in 2026
Why the Fed Minutes Matter More Than the Press Conference With so much dissension and…
inflation expectations
Dr. Duru 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…
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…
Maximum Pressure for the Federal Reserve
Investor expectations for rate cuts are rising. Consumer’s inflation fears are rising while sentiment and…
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…
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…
Fed’s Powell Avoids Rate Cut Talk While April CPI Keeps Hope Alive
Federal Reserve Chair Jerome Powell made a timely appearance in Amsterdam for a meeting of…
Despite the Inflation Celebrations, the Case Against Team Transitory Still Stands
The excitement over a slightly softer than “expected” October inflation print extended from financial markets…
Is the British Pound Topping Despite Lingering Strength in UK Core Inflation?
Expectations can define reactions to news in financial markets. Forecasts for June inflation in the…