Fed Chair Jerome Powell and the FOMC increased the Fed Funds Rate another 75 bps yesterday, to 3.75-4.0%. Markets have given back...
Today and tomorrow the Federal Reserve will hold its 7th Federal Open Market Committee meeting of the year. It is given that we...
My colleague Ben Carlson asked the question “Why Isn’t Inflation Falling?” There are some technical explanations, but before...
At the beginning of each quarter, I prepare a short but in-depth conference call for RWM clients. The team & I put...
One of the really strange things about watching Federal Reserve policy is the excess of deference that is given to the Fed’s...
For years, we have heard that “there is no alternative” – TINA – to equities, and that thanks to the Fed, “Cash...
“It’s the Fed’s fault!” That has been the rallying cry for so many misguided analyses and criticisms going back...
Last week, we compared monetary vs fiscal stimulus. Understanding the differences in how each manifests in the economy is...
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