Tag: interest rates

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...

Appreciating Apollo’s graph below, comparing recent inflation to multiple bouts of inflation of the late 1960s, 70s, and early 80s is of utmost importance...

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...

Just as interest rates are pulling back, one particular government rate appears to be nearing an important moment. The 10-Year German Bond yield. Below is a...

With interest rates falling, that means that treasury bond prices are rising. Finally! The collapse in bond prices was epic... so bond investors were overdue...

Investors are getting excited about the Federal Reserve's interest rate pause and a soft landing for the economy. Time will tell, but I do want...

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...

“For me context is the key – from that comes the understanding of everything.” -Abstract Artist Kenneth Noland. That holds true for us as...

Looking at the recent financial data, the U.S. Consumer Price Index (CPI), which measures changes in the price level of a market basket of...