Blog: The Fed's Dueling Mandates and Stagflation
Inflation or Employment? Which one wins?
Topic
Inflation
A collection of 94 issues
Blog: Risk down. Uncertainty high. What could go wrong?
Lower risk numbers do not mean uncertainty has followed.
Blog: Why Are US Treasuries No Longer "Safe?"
Maybe bonds are acting like high inflation is already here.
Blog: Tariffs, Reciprocal In Name Only, Make Markets Fragile
Downside risk is larger than upside opportunities.
Blog: Trade Wars-Transitory, or Hubris?
Uncomfortable parallels between the current Trade War and 1914.
Blog: Market Signal vs. Noise
Dealing with market noise is harder than it looks.
Blog: Reflation Expectations on the Rise
Tariff uncertainty raises inflation expectations.
Blog: Tariffs and Uncertainty
Uncertainty about business response to tariffs can be as bad as their imposition.
Blog: High Macro, but Low Market Uncertainty?
Positive near term sentiment is offset by less positive long term fundamentals.
Blog: Inflation, "The Man Who Came to Dinner."
Inflation and high interest rates will not be going away.