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Sticky Landing For Inflation?
Today's CPI report suggests that inflation may be getting stuck north of the Fed's 2.0%…
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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China: A Deflating Dragon
Over the past three years, most American economists believed that a recession would be necessary to bring inflation down to…
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Super Macro. Not So Super Micro.
Some of the air is coming out of the AI trade. Super Micro Computer hasn't been super recently.…
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Powell Is Too Dovish
The monetary policy hawks may be coming home to roost at the Fed's November 6-7 meeting. September'…
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The Economic Week Ahead: October 7-11
This week's inflation indicators should show that it continues to moderate toward the Fed's 2.0%…
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A Safe Haven In A World Of Troubles
The US is a tranquil island in a sea of troubles. Geopolitical turmoil poses a threat to the continued prosperity…
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The Economic Week Ahead: September 23-27
This week's economic indicators should confirm our view that the Fed cut the federal funds rate (FFR) by…
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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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The Economic Week Ahead: September 9-13
This week's economic indicators will be primarily focused on inflation. Barring any unexpected surprises on the inflation front,…
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Bonus Content: China In 10 Charts
(1) Chinese consumers are depressed.
(2) Home prices are falling in China.
(3) Chinese stock prices are on downward trends…
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The Economic Week Ahead: August 26-30
This week will include the first clues on the economy's performance in August. We're expecting to…
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Powell Confirms Fed's Pivot To Rate Cuts. Doesn't Push Back Against Market Expectations.
Fed Chair Jerome Powell was dovish in his Jackson Hole speech today. He didn't hedge. He didn'…
