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…
Jerome Powell
Dr. Duru Why Monetary Policy Was Late In Responding to the Pandemic-Era Inflation Surge
Validation That Monetary Policy Was Overly Accommodative for Too Long When the Federal Reserve changed…
On Marketplace, El-Erian Describes the Cost of A Late Start to Fighting Inflation
Mohamed El-Erian earned kudos on these pages when he pushed against 2021’s conventional wisdom of…
Median CPI May Be A Window on Fed’s Inflation Caution
Last week, the Federal Reserve disappointed markets once again with its refusal to acknowledge the…
Stock Market Loves Powell Moving from “Keep At It” to “Stay the Course” On Fighting Inflation
When Federal Reserve Chair tersely spoke at Jackson Hole on August 26th, he sent a…
Transitory Complete: Fed Chair Jay Powell Gets Comfortable With the Inflation Hawks
Transitory Complete Pandemic-era inflation pressures were not transitory after all. The inflation watchers I follow…