Tag: federal reserve

In 2019, the Federal Reserve (Fed) cut interest rates and restarted QE despite a healthy economy. Today, inflation is higher than the Fed’s target,...

Currently, there is no real reason for the Federal Reserve to either hike or lower the interest rates. The overall market has absorbed these rates...

Friday the market woke up to great news. Mission accomplished on inflation. Yahoo Finance reported: “The Fed's preferred inflation measure — a "core" Personal Consumption Expenditures...

Part One of this series highlights how the government’s fixation with full employment and the Fed’s belief in the faulty Phillips Curve model from 1965...

Market narratives have been around for ages. However, the internet and, more recently, social media allow narratives to spread much quicker. Accordingly, they have...

On inflation I like this quote- “Goods deflation likely transitory as downward pressure on goods demand and input costs are fading. 1H24 global core inflation likely...

After hiking rates by 5.25% since March 2022, the Fed is in a wait-and-see period, commonly deemed a pause. Since the Fed started hiking...

After a smoking hot week for the stock market, we sifted through the data and present you with 3 key takeaways and data points: Earnings...

My firm's Daily Market Commentary provides market insight, analyzes economic and financial news, and highlights a few graphs worthy of discussion. Occasionally, I stumble upon a...

Treasury yield levels are overwhelmingly a function of inflation. However, in the short run, a plethora of influences can explain deviations between yields and...