Blog: Will the Fed Care if Inflation is Sticky?
Depends on how you measure inflation.
Topic
Reflation
A collection of 47 issues
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: 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?
Blog: Some Good News on the Inflation Front
I often feel like I'm Doctor Doom these days. So I'm happy to report some good news. You probably noticed that while most analysts have credited the Fed rate hikes with bringing down inflation, I haven't been convinced that's the case. The
Blog: Macro Changes This Way Come
Indicators are turning, signaling difficult times ahead.
Blog: Is the Yield Curve un-inverting or steepening? What would George Carlin say?
Whichever you prefer, its not good news.
Blog: Glass half-empty/full paradox comes to the markets
It's not how the market glass looks, but how it got there that matters.