Blog: Unintended Consequences of Cutting Rates
The pressure to cut rates for the wrong reasons can lead to undesirable results.
Topic
Reflation
A collection of 59 issues
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: Inflation's Rashomon Effect
Tariff inflation is in the eye of the beholder.
Blog: Complacency, Acquiescence and Low Uncertainty
Low risk may not mean low uncertainty.
Blog: Transitory Inflation, Permanent Rise in Price
The meaning behind words/jargon matter.
Blog: Dangers of Decision Making Under Complexity
Complacent rather than Ballistic Behavior reigns in the market.
Blog: Why Are US Treasuries No Longer "Safe?"
Maybe bonds are acting like high inflation is already here.
Blog: As Inflation Expectations Untether, Stagflation Looms.
Tariffs are an exogenous shock that can slow growth and increase inflation.