Powell: Inflation Is Uncertain and the Forecasts Lack Conviction
During his latest press conference on monetary policy, Federal Reserve Chair Jerome Powell emphasized that…
Monetary Policy
Dr. Duru San Francisco Fed’s Daly: AI’s Future Is Job Augmentation and Creation, Not Destruction
Mary C. Daly, President of the San Francisco Federal Reserve, recently visited San Jose State…
Australian Dollar Breaks Out As Economic Winds Blow Toward Rate Hikes
The Australian dollar (AUD/USD) in the form of the Invesco CurrencyShares Australian Dollar Trust (FXA)…
The Fed’s Labor Market Divide Is Hardening Against Rate Cuts
In “Lessons from the Fed Minutes: Why Division and Dissension Are Likely to Dominate Monetary…
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…
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…
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 Carry Trade Sweeps the Sahm Rule Aside
Events are happening fast in the financial markets. Suddenly a large convergence of negative catalysts…
Now the Market Just Needs the Rate Cuts
There is clearly something magical in seeing an inflation measure carry a negative sign. The…
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…