Today, Jerome Powell is making the opening remarks at the 24th Jacques Polak Annual Research Conference in DC. I’ll be on...
Read More
We just experienced the strongest economic recovery since the end of World War II Source: Irrelevant Investor Light posting as...
Read More
Before yesterday’s FOMC meeting, I reiterated my view from July 2023 that this hiking cycle was – or at least should be...
Read More
Everybody is waiting with bated breath for today’s 2:00 announcement about the rates, but let me spare you the suspense:...
Read More
The September Federal Reserve meeting is behind us we still have November and December ahead of us. Markets are nervous expecting...
Read More
I have a new column out in Businessweek, just in time for the Federal Reserve meeting in Jackson Hole. It is a...
Read More
One of the more foolish arguments1 that seem to be emanating from the Fed about their intention to raise rates another quarter...
Read More
This morning, the WSJ reported that “Consumers expect to see 4.1% inflation a year from now, the lowest such reading in two...
Read More
This week saw the release of the Fed’s big annual research report, Economic Well-Being of U.S. Households in 2022....
Read More
Imagine you had a device that allowed you to peer into the future. You enter a subject matter into this machine, requesting a...
Read More
