Reflation

Blog: Inflation - What's different this time. Part 1.

There are other forces than government spending.

Blog: Yield Curve Calls for Warp Speed

Interest rate risk signals full speed ahead.

Blog: Healthcare and Sticky Inflation

Rising healthcare costs are making the Fed's job harder.

Blog: Will the Fed pull off a 1994 in 2024?

Soft landing is becoming a possibility much to my surprise.

Blog: Will the Fed Care if Inflation is Sticky?

Depends on how you measure inflation.

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?