At the Money: Austan Goolsbee, Chicago Fed President on...
At the Money: Chicago Fed President Austan Goolsbee on Tariffs, Supply Chains and Inflation (March 5, 2025)...
At The Money: Taking Advantage of Superbooms
At The Money: Jeff Hirsch Why Big Federal Spending Plus Inflation = “Superbooms” (February, 19 2025) Wars, national...
Inflation is Obvious But Wage Gains Seem Invisible
I’ve been observing how radically unusual various sentiment readings have been for a few years now. It made little sense to...
ATC: What’s the Real Inflation Rate?
On episode 129 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Chairman...
10 Steps to How We Got Here
Nothing ever really occurs in a vacuum. All events have preceding factors, with many prior elements bubbling below the...
Why the FED Should Be Already Cutting
The Fed held its benchmark Federal-Funds rate steady yesterday at 5.25% – 5.5%, leaving the possibility of cuts in...
Wages & Inflation Since COVID-19
Putting the final touches on my quarterly RWM client call, I wanted to share a chart that is surprising to many people. The...
At the Money: Claudia Sahm on How To Defeat Inflation
At the Money: Knowing When You’ve Whipped Inflation. (March 6, 2024) Investors hate inflation. How can they evaluate...
CPI Shelter Measures: 6-12 Month Lag
Last month, I mentioned that CPI inflation measures were based on lagging BLS measures of Owners’ Equivalent Rent...
CPI Increase is Based on Bad Shelter Data
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%...