Manufacturing’s Experience with Stagflation
I have speculated this year about the prospects for stagflation given sticky inflation and a…
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
Australian Dollar Breaks Out As Economic Winds Blow Toward Rate Hikes
The Fed’s Labor Market Divide Is Hardening Against Rate Cuts
I have speculated this year about the prospects for stagflation given sticky inflation and a…
The current adventures in monetary policy take me back to the early pandemic times when…
Introduction: Tom Lee’s Non-Inflationary Thesis In a recent interview, Fundstrat Co-founder and Head of Research…
During last week’s press conference on the Federal Reserve’s monetary policy, I heard a narrative…
The Federal Reserve Bank of Philadelphia’s April 2025 Manufacturing Business Outlook Survey provided an early…