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The Bond Vigilantes: They're Baaaack!
The Bond Vigilantes are back. They were last active during the 1980s and early 1990s. They've been mostly…
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.
248 posts
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The Economic Week Ahead, September 26-30
The blackout period is over for the members of the Federal Open Mouth Committee. This week, we can expect that…
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Another Awful Risk-Off Week
The bad news for the stock market this past week actually started on September 16 in the morning after FedEx…
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TINA-TAR: There Is No Alternative To A Recession?
The financial markets seem to have concluded that Fed Chair Jerome Powell has decided to go Volcker on us. During…
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Fed Stays On Tightening Course
The Fed lifted the federal funds rate range by 75bps to 3.00%-3.25%. Stocks sold off as Fed…
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CPI Tends To Overstate Inflation Relative To PCED
August's CPI unnerved the stock market because its core inflation rate was higher than expected. August's…
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Inflation Shocks The Markets
August's CPI report shocked the financial markets. It was widely expected to confirm that inflation peaked around June…
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Inflation Expectations Falling Fast Along With Pump Price
We believe that it is the pump price of gasoline prominently posted daily at every service station in America that…
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Divine Disinflation In NM-PMI Survey
Investors are rooting for "divine disinflation." We all want inflation to come down without a painful recession. We…
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Peak Freight Rates As US Keeps On Trucking?
US freight rates increased 28% y/y during July, but declined almost 2% m/m. That's according to…
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Fed Wants To See Fewer Help Wanted Signs
The S&P 500 fell just below its 50-day moving average today partly because the labor market remains hot.…
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August's CPI Likely to Confirm Inflation Peaking
August's CPI report will be released on September 13. It is likely to show that inflation is continuing…
