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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…
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.
252 posts
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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…
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The Economic Week Ahead: January 13-17
The week ahead is packed with inflation, consumer, and manufacturing indicators. Long-term Treasury yields could climb closer to 5.00%…
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Bond Yields Have Normalized
The backup in bond yields since mid-September did not surprise us. But it has surprised lots of other financial pundits,…
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MARKET CALL: Get A Neck Brace
Wednesday was a bad day for stocks after the release of the FOMC's Summary of Economic Projections (SEP)…
