Tag: inflation

This is a follow-up to The Cold War Collapse: Why the Fourth Turning Ends With Capital, Not War. The Cold War Collapse argued that the...

Prices are still pretty high, but inflation appears to have continued to cool or decelerate in 2025. Will this trend continue in 2026, or...

The trifecta of inflation” usually refers to the three core drivers that push inflation higher at the same time, creating a stronger and often...

A surprisingly weak August jobs report has locked in expectations for a Federal Reserve rate cut next week, shifting all market focus to this...

After tonight’s NVIDIA (NASDAQ:NVDA) earnings report, inflation data will be the focus, particularly after last week’s dovish pivot from Fed Chair Powell at Jackson...

Few would disagree that the U.S. Fed was late to the game in fighting inflation a few years ago. Of course, it was a...

We are now in the final peak week of the Q2 earnings season, S&P 500 EPS growth continues to improve, now at 11.8% YoY A...

In the summer of 2023, I wrote a piece for See It Market titled “What Happens to Interest Rates When the Chinese Consumer Recovers?” The...

June CPI, PPI, and Retail Sales hit this week, offering key macro information for investors and policymakers President Trump’s surprise 50% tariff on Brazil and...

With FOMC minutes published today, most Fed members eye rate cuts this year, but are split on what are the next steps. One must cynically...