Inflation

Blog: Will the Fed Care if Inflation is Sticky?

Depends on how you measure inflation.

Flash Report: Is the Fed's 2% Target a Pipe Dream? Revisited.

Blog: Did the Market Groundhog see it's Shadow in the Jobs Numbers?

The bond market says yes. The stock market says no.

Blog: Are "Real" Rates High?

The moderate inflation regime justifies a higher real rate.

Blog: Is the Stock/Bond Relationship Broke? Nope, but it's changed.

Bonds are still a diversifier.

Blog: Return Factor Illusions

"Factor zoos" are doubly so.

Blog: Is Market Optimism a fool's hope?

"There was never much hope. Just a fool's hope . . ." -Gandalf

Flash Report: MUSI shifts to Transition

The market has spoken.

Blog: Monetary Inflation May be Waking Up

As supply side inflation falls, monetary inflation may be rising.

Blog: The Fractal Market Hypothesis and Optimism

Is the news good enough to follow the crowd?