Original: "Consumer prices surged last month on higher energy and food costs but underlying price pressures remained largely...
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Here’s the key inflation paragraph from yesterday’s Fed minutes "Participants noted that, while the pass-through of...
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I’ve been meaning to post this for some time: The Battle is on to see who can outbid each other in the race get GDP wronger: ...
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Or so says the Treasurys team at Jefferies & Co. in New York. I cannot say I disagree. The 10-year Treasury is looking to trade...
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I really like the way this chart, by Joseph Ellis, presents this information: Long-term interest-rate changes and the stock marketclick...
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I have a new column up at TheStreet.com, titled The Street Gets Inflation Threat Backwards. It is an expansion of a few recent...
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This is the article that the Greenspan quote came from that popped the market today; I don’t know how accurate it is (holographic...
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One of the odder aspects of analyzing the economy and capital markets comes when you reach a significant disagreement with the mainstream...
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As the 5 year chart below reveals, there has been no wage pressure in the economy over the past 5 years. The most recent drop and snap...
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Let’s call the job and wage data somewhat contradictory. Perhaps nuanced is a better word. Understanding why the series has...
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