The Fed Must Now Target “Good” Inflation
The Full Story: By mandate, Congress holds the Federal Reserve responsible for general “price stability.” Congress does not hold the Federal Reserve responsible for “asset
Good Riddance!
The Full Story: The first half of 2022 has finally ended. Within the first half, we experienced historic fiscal tightening as the COVID stimulus programs
Putting the Pencil to It
The Full Story: Jerome Powell took to the Hill this week and reiterated his “hike till it falls.” “It” can mean inflation without recession or
Down But Not Out
The Full Story: The first quarter has ended, and we could not be happier about it. Markets took blows from everywhere this quarter. Omicron re-quarantined
“War, What Is It Good For?”
First Quarter, 2022 “War, What Is It Good For?” When Edwin Starr sang this 1970 hit song he had the right answer “War, it ain’t
Can US Consumers Afford Inflation?
The Full Story: The COVID stimulus-response awoke inflation. Russian aggression aggravated inflation. Deglobalization trends have augmented inflation, while energy legislation preferences have established inflation susceptibilities.
Powell vs. Putin
The Full Story: Since the Russian invasion began, oil prices have risen 20%, wheat prices have risen 20% and the 5-year breakeven inflation rate has
Assessin’ the Risk of Recession
The Full Story: After smooth sailing in 2021, the recent market volatility has astute investors reopening their economic textbooks. The economic headlines do feel extreme:
The Fed Must Now Target “Good” Inflation
The Full Story: By mandate, Congress holds the Federal Reserve responsible for general “price stability.” Congress does not hold the Federal Reserve responsible for “asset
Good Riddance!
The Full Story: The first half of 2022 has finally ended. Within the first half, we experienced historic fiscal tightening as the COVID stimulus programs
Putting the Pencil to It
The Full Story: Jerome Powell took to the Hill this week and reiterated his “hike till it falls.” “It” can mean inflation without recession or
Down But Not Out
The Full Story: The first quarter has ended, and we could not be happier about it. Markets took blows from everywhere this quarter. Omicron re-quarantined
“War, What Is It Good For?”
First Quarter, 2022 “War, What Is It Good For?” When Edwin Starr sang this 1970 hit song he had the right answer “War, it ain’t
Can US Consumers Afford Inflation?
The Full Story: The COVID stimulus-response awoke inflation. Russian aggression aggravated inflation. Deglobalization trends have augmented inflation, while energy legislation preferences have established inflation susceptibilities.
Powell vs. Putin
The Full Story: Since the Russian invasion began, oil prices have risen 20%, wheat prices have risen 20% and the 5-year breakeven inflation rate has
Assessin’ the Risk of Recession
The Full Story: After smooth sailing in 2021, the recent market volatility has astute investors reopening their economic textbooks. The economic headlines do feel extreme:
