Core Inflation Softens, but the Final Mile to 2% Remains Sticky
The Consumer Price Index (CPI) rose 0.2% in January and increased 2.4% year-over-year, according to…
tariffs
Dr. Duru Powell Balks At the Next Step of Hopeful Monetary Policy
When Powell announced the resumption of easing monetary policy, he said the balance of economic…
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…
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 vs. Waller: Divided Fed Faces Tariff-Driven Inflation Uncertainty
Monetary intrigue has emerged in the form of an apparent divide inside the Federal Reserve…
A Calm Before Fresh Inflation Agitation?
If the Federal Reserve’s Beige Book for May, 2025 is indicative, then the soft CPI…
Powell’s (Not So) Hidden Plea to End the U.S.’s Tariff War
During last week’s press conference on the Federal Reserve’s monetary policy, I heard a narrative…
An Early Look At Stagflationary Pressures
The Federal Reserve Bank of Philadelphia’s April 2025 Manufacturing Business Outlook Survey provided an early…
Inflation Concerns Rise at the Federal Reserve Amid Tariff Unease
Inflation concerns are apparently on the rise at the Federal Reserve amid tariff unease. Recent…
Why TIPS Failed Spectacularly In 2022… And Is NOW the Time to Buy?
Why TIPS Failed TIPS are Treasury Inflation Protected Securities. The name implies that purchasing these…