Tag: u.s. economy
Wealth Inequality, Inflation and Financial Stability Threaten Asset Bubbles
“Powell Says Fed Policies “Absolutely” Don’t Add To Inequality” - Bloomberg May 2020
The headline above is but one of countless times Fed Chairman Powell...
Inflation Narrative Reaches Inflection Point With Major Implications
In baseball, a knuckleball is a distinctive pitch that only a very few significant leaguers can perfect. The goal of a knuckleball is to...
Copper Price Reversal Could Send Negative Message To U.S. Economy
The price of copper has long been a bellwether indicator of the U.S. economy. Rising copper prices signified economic growth (industry) and often tied...
When The U.S. Dollar Is Not Just A Dollar
With the Xth wave of the pandemic ongoing and a good portion of the world’s population still stuck at home, you would not be alone...
Equity Bull Market… Year 2 or Year 12?
The market moves in cycles with the two key phases being a bull market (good times) and a bear market (bad times). Determining at...
Understanding Inflation In Simpler Terms
Click HERE to read Part 1 of this article.
Before progressing, it is worth revisiting Stoking The Embers of Inflation, a paper we wrote with Brett Freeze in...
U.S. Financial Markets Update: The Path To Normal
Over the past number of years there has been a deluge of new data sources. Investors no longer have to wait for company earnings...
Inflation Is Stirring Beneath The Market’s Surface
With nominal bond yields now back to levels on par with before the onset of the pandemic, one of the most important questions for...
Willful Blindness: The Death of the US Dollar and Emerging Societal...
“It was assumed, even only a decade ago, that the Fed could not just print money with abandon. It was assumed that the government...
What Interest Rate Will Trigger the Next Financial Crisis?
The Ten-year U.S. Treasury note yields 1.61%.10-year high-quality corporate bonds yield 2.09%.The rate on a 30-year mortgage is 3.05%.
Despite recent increases, interest rates are...
