Blog: Is the Fed truly "Anchoring" Inflation Expectations?
"Well anchored" inflation expectations to the 2% target are another Fed pipe dream particularly if viewed using the Fractal Market Hypothesis.
Topic
Markets
A collection of 128 issues
Blog: Yet another "new normal" for inflation and interest rates?
The stock and bond markets have spoken. We are now in a persistent environment of 4% to 5% inflation and corresponding interest rates. While the phrase “new normal” has roots back to World War I and has been used by people as disparate as market guru, Mohammed El-Erian and
Flash Report: Market Uncertainty State Indicator moves to Transition
Blog: The VIX-One of these things is not like the others . . .
The VIX diverges from fundamental risks, for now.
Blog: Complacency - What doesn't kill inflation gets ignored.
Entrenched inflation expectations are what the Fed's trying to kill. So far, no luck.
Announcement: Model Asset Allocation Portfolios now available
Blog: The VIX thinks the Fed genie will grant the market's wish.
Across the globe investors are hoping the Fed genie will keep everyone safe. But I, for one, am not betting on it.
Blog: This year's Debt Limit Crisis is different, to markets.
Will this debt limit crisis lead to a bout of "creative destruction" in the Austrian economics sense?
Newsletter: Murphy's Law Meets Hyman Minsky
As Gilda Radner said, "It's always something."
Blog: Is a Fed "pause" good news or bad news?
Once again we’re hearing that the end is near for Fed tightening. It’s hard to say whether that's a good thing or a bad thing.
The optimists say:
1) Inflation has fallen significantly from its highs by most measures,
2) Credit conditions have tightened in the