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Bond Vigilantes Remain Unhappy
It was not a happy day in the bond market. Neither was it a happy day in the stock market:…
Inflation
Is inflation transitory, or will it be persistent and even protracted? This is the key question many investors and business managers are struggling to answer. These QuickTakes aim to assess the answer based on the latest data on prices and wages.
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ECONOMIC WEEK: APRIL 7-11
While Trump's tariffs will likely dominate the headlines, the economic week ahead will also focus on the inflationary…
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Trump’s Reign Of Tariffs: Stagflation Odds Up, S&P 500 Target Down
YRI Bulletin Board. Our colleague Eric Wallerstein is taking a leave of absence. He has accepted a position on the…
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ECONOMIC WEEK: March 24-28
The predominant theme of the economic week ahead will be inflation, both realized and expected. Consumer inflation expectations will be…
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Certainly Uncertain
Federal Reserve Chair Jerome Powell used the word "uncertainty" 16 times in his press conference today. We sympathize.…
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Why Cooler Inflation Isn't Lifting Markets
February's inflation data provided conflicting stories. Both the CPI and PPI came in cooler than expected, but neither…
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The Trump Put Is Kaput!
Vertigo is a sensation of spinning or whirling such that the person or their surroundings appear to be moving. The…
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ECONOMIC WEEK: March 10-14
After several weeks of a growth scare, the attention this week will shift back to inflation. The new scare could…
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ECONOMIC WEEK: March 3–7
February's batch of economic indicators for January was mostly downbeat, the sort of numbers suggestive of a severe…
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Mind the Minutes
The Minutes from January's FOMC meeting was released today. On balance, it confirmed that the Fed is on…
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ECONOMIC WEEK: February 10-14
The focus of the economic week ahead will be inflation. Businesses tend to raise prices at the beginning of the…
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Powell Presses The Pause Button
The FOMC left the federal funds rate (FFR) unchanged yesterday at 4.25%-4.50%, as widely expected. At his…
