Manufacturing’s Experience with Stagflation
I have speculated this year about the prospects for stagflation given sticky inflation and a…
Warsh Doubled Down On Jawboning Even As the Fed Fights Over Rate Hikes
Warsh’s War On Inflation Starts With Jawboning
From Sticky to Streaky, Inflation Looms Larger
Powell: Inflation Is Uncertain and the Forecasts Lack Conviction
Diesel Fuel Prices Surge Toward Levels Seen in the Last Two Inflation Shocks
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…