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Powell & Co. Slams The Pedal To The Metal
Wow, the Fed lowered the federal funds rate (FFR) by 50bps yesterday and the economy is already responding. Jobless claims…
Eric Wallerstein
Eric joined YRI in 2024 after reporting on bonds at The Wall Street Journal and working as an analyst at the NY Fed. He studied economics, finance, and politics at Bucknell University.
209 posts
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Powell Declares Mission Accomplished
The Fed cut the federal funds rate (FFR) by 50bps today. This marks the end of the Fed’s monetary…
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Dr Ed's Video Webcast 9/18/24
It’s a foregone conclusion that the Federal Open Market Committee will be launching a new monetary easing cycle by…
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Fed Playing With An Economy On Fire?
Today, the Atlanta Fed's GDPNow tracking model raised Q3's real GDP growth rate to 3.0%…
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Market Call: The Worst & The Best Of Times
A Tale of Two Cities by Charles Dickens famously begins, ''It was the best of times, it was…
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The Economic Week Ahead: September 16-20
The main event this week is the FOMC meeting (Wed). The Fed is widely expected to cut the federal funds…
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DEEP DIVE: What Will The Fed Do?
The financial markets have been expecting more cuts in the federal funds rate (FFR) than Eric and I have all…
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Zettascale Computing Is Coming Using Nvidia's Blackwell Chips!
Yesterday, stock prices initially fell sharply following August's CPI report, but AI fever quickly turned the S&…
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CPI Triggered Stock Market Hissy Fit
This morning's CPI report showed inflation continues to moderate. Nevertheless, stock prices initially fell sharply on the news.…
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Dr Ed's Video Webcast 9/11/24
The latest batch of labor market indicators has caused a temporary “growth scare,” in our opinion. Concerns that economic growth…
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China Is The Source Of The Deflation Trade
Forget about a recession in the US. Currently, it is China's recession/depression that is weighing on oil…
