The Fed held its benchmark Federal-Funds rate steady yesterday at 5.25% – 5.5%, leaving the possibility of cuts in...
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Putting the final touches on my quarterly RWM client call, I wanted to share a chart that is surprising to many people. The...
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At the Money: Knowing When You’ve Whipped Inflation. (March 6, 2024) Investors hate inflation. How can they evaluate...
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Last month, I mentioned that CPI inflation measures were based on lagging BLS measures of Owners’ Equivalent Rent...
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I am popping out of book leave to just throw a few charts at you regarding the Inflation data for December. CPI came in a 0.3%...
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Over at Alphaville, Robin Wigglesworth looks at whether ‘Greedflation’ (aka price-gouging) meaningfully contributed to...
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Everybody is waiting with bated breath for today’s 2:00 announcement about the rates, but let me spare you the suspense:...
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“I need the US Dollar to be a store of value between the time I make it until I spend it, invest it, pay my...
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One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for...
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click for ginormous chart While I am wrapped up working on a few projects today, I wanted to share this map/chart/table showing US...
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