My colleague Ben Carlson asked the question “Why Isn’t Inflation Falling?” There are some technical explanations, but before...
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One of the really strange things about watching Federal Reserve policy is the excess of deference that is given to the Fed’s...
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One of the things we know about inflation expectations is that Federal Reserve Chairman Jerome Powell relies heavily on them. He...
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The CPI data came out today sizzling hot at 9.1%: “Over the last 12 months, the all items index increased 9.1 percent...
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We discuss the upcoming CPI report and says the Fed should be looking at a 50 basis point hike, rather than 75 basis points. Signs...
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Something odd happens every time the economy slides into a recession: Consumer Sentiment takes a shellacking, recovers, and then...
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A month ago, I asked: Has Inflation Peaked? There were persuasive indications that at least in terms of three major drivers...
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Who is to blame for the rampant inflation the United States (and the entire world) have been experiencing over the past 12...
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Tomorrow is my first full day back at work after a week of leave with family; I am slowly easing myself into my regular...
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Periods of flux are always fascinating. If you look in the right places, you can find evidence that the dominant trend is giving way,...
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