Blog: Will "Cooking the Frog" Work for the Fed this Time?
More than a gradualist approach may be needed this time.
Topic
Economy
A collection of 145 issues
Blog: Will Rogue AI Pop the AI Bubble?
Bubbles depend upon stories. If the story changes, the bubble can pop.
Blog: Monetary Policy and Politicians Revisited
Interest Rate cuts continue to be a bad idea.
Blog: New Fed Chair, Same 2% Pipe Dream
Why is 2% inflation still a magic number?
Blog: Bessent Tries to End Run the Fed
Manipulating the bond market is doomed to failure.
Blog: The Yen and the Fractal Nature of Currencies
Currencies are different than stocks and bonds, though all are fractal.
Blog: Military Spending and Inflation
Military spending can distort GDP and create inflation.
Blog: Warsh Whiffs his Second Time At Bat
We live in times that are both interesting and boring.
Blog: Oil Price Complacency May Soon be Tested
The mechanism for stabilizing oil is not sustainable.
Blog: Is Emerging Market Risk Different From the Others?
EM may be a better reflection of AI Bubble risks.