Deep Dive

The Baby Boomers have been heavily influenced by a couple of Spocks—Dr. Benjamin Spock and Spock of Star Trek,…

Bears have been growling since mid-2022 that the US consumer will soon be “tapped out” of the excess savings accumulated…

There are three ways that recessions typically are triggered: 1) a monetary-tightening-induced financial crisis turns into a credit crunch; 2)…

A handful of semiconductors companies reported earnings and made it clear that the rabid demand for chips used to run…

Inflation I: The Good Obviously, the outlook for inflation matters greatly to determining Fed policymaking and the course of the…

GDP I: Still Flying. Not Landing. It’s official: There was no recession in 2022 or 2023. There was no…

Monetary Policy I: Post-Modern Monetary Theory Melissa and I received quite a few favorable reader comments on last Monday’s…

Notwithstanding last week’s hotter-than-expected CPI and PPI reports, the financial markets are still anticipating that the Federal Reserve will…

Raphael Bostic is the president and CEO of the Federal Reserve Bank of Atlanta. He is a 2024 voting member…

The UK and Japan are in recessions. Germany is on the edge of falling into a recession. China’s property…

Since the start of the 2020s, we’ve been comparing the current decade mostly to the 1920s and the 1970s.…

I. Is AI Ready for Primetime?  The Roaring 2020s started in the stock market on November 30, 2022. That’s…