Blog: Markets and Politics
The statement "This time things are different" is equally dangerous to markets and politics.
Topic
Markets
A collection of 112 issues
Blog: The Inflation Outlook Is Worse Than it Looks
Fed policy may not be as affective as investors think.
Blog: Inflation - What's Different this Time. Part 2
This time it's global, and everywhere.
Blog: Yield Curve Calls for Warp Speed
Interest rate risk signals full speed ahead.
Blog: Risk Measures - How Low can They Go?
Blog: Yet Another "New Normal"
The markets expect stability.
Blog: Healthcare and Sticky Inflation
Rising healthcare costs are making the Fed's job harder.
Newsletter: A Monetary Inflation Signal - A Matter of Velocity
It's not just about money supply.
Blog: Picking a Winner
Market lessons from Paul the Octopus.
Blog: Will the Fed pull off a 1994 in 2024?
Soft landing is becoming a possibility much to my surprise.