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…
S&P 500
Dr. Duru 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 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…
Who Is Paying Attention to Stabilizing Core Inflation?
The Consumer Price Index (CPI) report for September extended a stabilizing trend for core inflation.…
What A Victory Over Inflation Looks Like to the Federal Reserve
In its last statement and discussion on monetary policy, the Federal Reserve essentially announced its…
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…
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…
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.…