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...
Transcript: Bill Dudley, NY Fed Chief
The transcript from this week’s, MiB: Bill Dudley, NY Fed Chief, is below. You can stream and download our full...
MiB: Bill Dudley, NY Fed Chief
This week, we speak with Bill Dudley, former president and chief executive officer of the Federal Reserve Bank of...
MIT Sloan Investment Conference 2024
Hey, I am heading up to Boston today for the annual MIT Sloan Investment Conference. Its’ always a fascinating time (I...
State Coincident Indicators Slipping
I am popping out of book leave to share this single data point that snuck out over the holidays: The Federal Reserve Bank...
Slowing U.S. Economy, State by State
We spend way too much time trying to predict the future (especially this time of year). Rather than engage in futility, let’s...
The Post Lock-Down Economy
Today, Jerome Powell is making the opening remarks at the 24th Jacques Polak Annual Research Conference in DC. I’ll be on...
What Do World War II & Covid Have in Common?
We just experienced the strongest economic recovery since the end of World War II Source: Irrelevant Investor Light posting as...
Where is This Rally Going?
Before yesterday’s FOMC meeting, I reiterated my view from July 2023 that this hiking cycle was – or at least should be...
The Fed is Finished*
Everybody is waiting with bated breath for today’s 2:00 announcement about the rates, but let me spare you the suspense:...