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…
USD/CAD
Dr. Duru The Sleight of Hand Behind the ‘One-Time Adjustment’ and ‘Transitory’ Tariff Inflation Narrative
“Tariffs are a one-time price adjustment.” This quote is the bold yet defensible claim U.S.…
Inflation Expectations Surge As the U.S. Dollar Tops Out
Three weeks ago I talked about a potential Fed calm before a market storm. Of…
A Fed Calm Before A Market Storm?
I left the Federal Reserve’s latest decision on monetary policy with three simple observations besides…
Bonds Try to Weigh on A Market Trying Harder to Look Past Stabilizing Inflation
The Consumer Price Index (CPI) for November met “expectations”. As a result, the latest confirmation…
From Inflation Fizzle to Sizzle
Inflation is probably still dead, but its “stickiness” still has the potential to spook financial…
Bank of Canada’s Macklem: The End is In Sight But Rates Are Not Returning to Pre-Pandemic Levels
In a BNN Bloomberg video interview late last month, the Bank of Canada’s governor Tiff…
Canada’s Version of Higher for Longer: Inflation Risks Have Increased
The Bank of Canada (BoC) has completed a 180-degree turn from its goldilocks outlook on…
A Stall in Canada’s Core Inflation Narrative
What a difference 5 months can make. Canada’s inflation trend has apparently transitioned from a…
Base Effects Add to the Bank of Canada’s Inflation Concerns
Last month, the Bank of Canada worried about inflation staying more persistent than expected and…