Blog: Are the Markets Underreacting to "the biggest energy shock in history?"
Markets are feeling optimistic, despite a wounded energy economy.
Topic
Inflation
A collection of 113 issues
Blog: Unlike Political Regime Change, the Market Shifts Regimes by Itself
The market uncertainty state turns Fragile in the face of war.
Blog: Monetary Policy - Ballistic vs. Gradualist Behavior
The Logic of Failure.
Blog: Sandpile Monetary Policy, Complexity and Inflation
The complexity of sandpiles as it relates to monetary policy.
Blog: Happy New Year, But Don't Get Cocky.
My non-predictions for 2026.
Blog: Can We Trust the Inflation Data?
It's a Fox Mulder market.
Blog: Financial Stability-The Third of Two Fed Mandates?
Financial stability overrides inflation and employment.
Blog: A Different View of the 50 Year Mortgage
Housing "affordability" may mean something different depending upon your economic class.
Blog: What Could Prick the AI Bubble?
The return of the "burn rate" is an ominous sign.
Blog: The Government Shutdown and Market Models
For FMCR there isn't a problem. But that may not be true for everybody.