Blog: Reflation Expectations Rise
Dormant for a few months, inflation expectations are coming back to life.
Topic
Market Uncertainty
A collection of 173 issues
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: Warsh Whiffs his Second Time At Bat
We live in times that are both interesting and boring.
Blog: AI and Tariffs and War. Oh my!
The bond market is expecting to find something worse than a cowardly lion.
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.
Blog: Bubbles and Propaganda
Deception is involved in both cases.
Blog: The Law of Unintended Consequences, Complexity and Markets
Overconfidence in a complex environment can lead decision makers and investors astray.