Blog: Fed Signals "All Clear," But for Markets?
Is a large Fed cut good news?
Edgar E Peters
Blog: I See Market Risk Arising, But trouble's not on the way, yet.
Downside risks are building, but not yet critical.
Flash Report: Market State Uncertainty Indicator (MUSI) shifts from Resilient to Transition
Interest Rate Risk and Global Business Conditions are now negative.
Blog: Imagine Monetary Policy Implemented by Politicians
Would they have the guts to crash the economic party?
Blog: Inflation is in the Eye of the Beholder
Don't forget "alternative" measures of inflation.
Blog: Did August Market Volatility Mean Anything?
Was it "full of sound and fury, signifying nothing" or "Something wicked this way comes?"
Blog: Where are we in the Market Cycle?
Things look pretty good.
Blog: Fuzzy Sets and the "Probability" of Fed Rate Cuts
Traders are unconsciously using fuzzy sets.
Blog: Markets and Politics
The statement "This time things are different" is equally dangerous to markets and politics.
Blog: The Inflation Outlook Is Worse Than it Looks
Fed policy may not be as affective as investors think.