Last week, I discussed the December CPI print; it showed further evidence that inflation is coming down substantially. But...
Read More
CPI for December 2021 came in as expected, showing a decrease in core inflation is driven primarily by falling gasoline prices....
Read More
Barry Ritholtz, Ritholtz Wealth Management Chairman & CIO and “Masters in Business” Bloomberg Radio & Podcast Host,...
Read More
There seems to be a lot of confusion going on today with respect to inflation, interest rates, and ongoing Federal Reserve...
Read More
My views on inflation continue to evolve: I was correct in identifying inflation during the mid-2000s; during the post-crash 2010s...
Read More
Since it is late on a Friday, I thought I might share some quick thoughts about the week. I have been wondering, more than usual,...
Read More
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...
Read More
Today and tomorrow the Federal Reserve will hold its 7th Federal Open Market Committee meeting of the year. It is given that we...
Read More
My colleague Ben Carlson asked the question “Why Isn’t Inflation Falling?” There are some technical explanations, but before...
Read More
At the beginning of each quarter, I prepare a short but in-depth conference call for RWM clients. The team & I put...
Read More
