King Dollar
The Full Story: Late at night, cable TV channels broadcast a seemingly endless trove of limited-edition coin and safe-haven gold infomercials. Underlying the shiny appeal
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
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
“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:
Low Valuations and Patience Pay
The Full Story: Markets often begin the year with powerful crosscurrents as strategists refresh their models. The cacophony of hawkishness blasting out of the Fed
King Dollar
The Full Story: Late at night, cable TV channels broadcast a seemingly endless trove of limited-edition coin and safe-haven gold infomercials. Underlying the shiny appeal
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
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
“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:
Low Valuations and Patience Pay
The Full Story: Markets often begin the year with powerful crosscurrents as strategists refresh their models. The cacophony of hawkishness blasting out of the Fed
