Blog: Financial Stability-The Third of Two Fed Mandates?
Financial stability overrides inflation and employment.
Topic
Inflation
A collection of 107 issues
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.
Blog: Welcome to the "Pavlov's Dog" Market
Markets are conditioned to buy the rate cut, but is that a good idea?
Blog: Unintended Consequences of Cutting Rates
The pressure to cut rates for the wrong reasons can lead to undesirable results.
Blog: The Fed Changes Strategy
Powell talks about more than rate cuts.
Blog: Stock and Bond Markets send Conflicting Signals
But for stocks it's likely a short-term reprieve.
Blog: Uncertainty + Tariffs = Stagflation?
Inflation or employment. Which path will the Fed take?
Blog: Complacency, Acquiescence and Low Uncertainty
Low risk may not mean low uncertainty.