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…
Jerome Powell
Dr. Duru A Fed Calm Before A Market Storm?
I left the Federal Reserve’s latest decision on monetary policy with three simple observations besides…
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 New Recession Obsession: The Sahm Rule
I first heard of the Sahm Rule on a trading podcast earlier this week. When…
Fed’s Powell Avoids the Obvious: Inflation and Interest Rate Forecasts Make Little Sense
The Federal Reserve rolled out its latest statement on monetary policy which included an updated…
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…
Financial Conditions Make A Monetary Roundtrip and Undercut the Need for Rate Cuts
Last week, financial markets stared in dismay at “sticky” inflation numbers on the consumer and…
The Federal Reserve Makes It Official: Inflation Is Dead
At the risk of making Inflation Watch a lot less relevant and topical, I am…
Why the Excitement? A Q&A on Monetary Policy with Generative AI
I left last week’s Federal Reserve conference call with the impression that nothing had changed.…
What Powell Missed In His Jackson Hole Speech Explaining Inflation’s Drivers
Federal Reserve Chair Jerome Powell included a neat and tidy explanation of the drivers of…