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Thus Spake The Fed Chair
Fed Chair Jerome Powell is the high priest of monetary policy. His pontifications are carefully read and analyzed by his…
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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Q4 Productivity & Labor Costs Going Right Way
Bond and stock prices opened weak this morning on good news from the labor market. Good news is bad news…
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The Rent Is Too Damn High!
As a result of the pandemic, the demand for single-family homes soared, and so did their prices. Rising mortgage rates…
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Two Too-Hot No-Landing Indicators Hit Markets
The stock and bond markets reacted badly to today's stronger-than-expected personal income data and hotter-than-expected PCED. Is the…
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Rent Inflation Is Moderating
The CPI's rent of primary residence is showing no signs of peaking, rising to 8.6% y/y…
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The Economic Week Ahead, Feb. 21-24
The holiday-shortened week is a light one for economic indicators. The BIG number will be January's PCED inflation…
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Loose Fed Lips Sink Stocks & Bonds
Stock and bond prices fell today as two none-voting FOMC participants (Bullard & Mester) suggested that higher-for-longer interest rates will…
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Inflation Still Too High But Gliding Down
January’s CPI release today showed that inflation is continuing to moderate, though perhaps more slowly than it did during…
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The Economic Week Ahead, Feb. 13-17
Financial markets are likely to be action packed this week because the economic calendar is jampacked with key economic indicators…
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January's CPI Is Coming. Run For The Hills?
The big event this week will be January's CPI release on Tuesday. Bond yields rose and stock prices…
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They're back!
We warned you that they would be back soon. The FOMC's blackout period ended last Thursday. Fed officials…
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Fed Chair Not Likely to Stir Things Up Tomorrow
Fed Chair Jerome Powell isn't likely to upset the financial markets tomorrow if he says what he said…
