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…
Powell: Inflation Is Uncertain and the Forecasts Lack Conviction
Diesel Fuel Prices Surge Toward Levels Seen in the Last Two Inflation Shocks
The Fed’s Favorite Inflation Measure Leapfrogs the CPI
San Francisco Fed’s Daly: AI’s Future Is Job Augmentation and Creation, Not Destruction
Core Inflation Softens, but the Final Mile to 2% Remains Sticky
Introduction: Tom Lee’s Non-Inflationary Thesis In a recent interview, Fundstrat Co-founder and Head of Research…
Inflation concerns are apparently on the rise at the Federal Reserve amid tariff unease. Recent…
I have argued for a while that as long as the labor market remains tight…