paid Deep Dive • 7 min read DEEP DIVE: Inflation: The Good, The Bad & The Ugly Inflation I: The Good Obviously, the outlook for inflation matters greatly to determining Fed policymaking and the course of the…
paid Crude Oil • 2 min read Tanks A Lot The war premium in the crude oil market fell again today. Fears of a significant disruption to global oil production…
paid Video Webcasts • 1 min read Dr Ed's Video Webcast 4/17/24 As the war in the Middle East escalates, it could send the oil price flying toward $100 per barrel and…
paid Fed • 2 min read Hawks Fly Higher For Longer Than Doves It's official: Fed Chair Jerome Powell confirmed today that he and his colleagues aren't convinced that…
paid Market Call • 2 min read Market Call: The Winds Of War The S&P 500 is down 2.5% from its record high of 5254.35 on March 29 (chart)…
paid Consumer • 2 min read The Economic Week Ahead: April 15 - 19 Following Iran's attack on Israel Saturday, geopolitics should dominate this week's market action. The Q1 earnings…
public Middle East • 3 min read The Spreading War In The Middle East Ever since Hamas attacked Israel on October 7, 2023, we've warned that the latest war in the Middle…
paid Inflation • 2 min read PPI Not As Hot As CPI Today's PPI report threw some cold water on yesterday's hotter-than-expected CPI. Our opinion is that the…
paid Inflation • 3 min read The Last Mile Will the Fed start raising the federal funds rate again? We expect to be hearing this question more often following…
paid Video Webcasts • 1 min read Dr Ed's Video Webcast 4/11/24 There was no recession last year, but the widespread expectation of one depressed certain economic activities, like hiring. With that…