No, not that regime change. Swapping out Kevin Walsh for Jerome Powell will not matter much — to either inflation...
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The transcript from this week’s, MiB: Jon Hilsenrath, Serpa Pinto Advisory on the Fed, is below. You can stream and...
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This week, I speak with Jon Hilsenrath of Serpa Pinto Advisory. They discuss Jon’s 26-year career at the Wall...
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It has been 15 years since I first addressed why the “Wealth Effect” is a simple correlation error: “The basic...
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It’s late August, before a holiday weekend. You don’t need yet another analysis of POTUS’ attempt to fire Lisa Cook...
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The transcript from this week’s, MiB: Tom Barkin, Richmond Federal Reserve President & CEO, is below. You can stream...
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This week, I speak with Tom Barkin, Richmond Federal Reserve President & CEO. He previously spent 30 years at McKinsey...
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At the Money: Chicago Fed President Austan Goolsbee on Tariffs, Supply Chains and Inflation (March 5, 2025)...
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Nothing ever really occurs in a vacuum. All events have preceding factors, with many prior elements bubbling below the...
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The Fed held its benchmark Federal-Funds rate steady yesterday at 5.25% – 5.5%, leaving the possibility of cuts in...
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