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22 Sep

Nobody Knows Anything, Dot Plot Edition

by Barry Ritholtz
  The September Federal Reserve meeting is behind us we still have November and December ahead of us. Markets are nervous expecting...

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18 Aug

Businessweek: Five Ways the Fed’s Deflation Playbook Could Be...

by Barry Ritholtz
    I have a new column out in Businessweek, just in time for the Federal Reserve meeting in Jackson Hole. It is a...

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26 Jul

2% Inflation Target is Silly

by Barry Ritholtz
  One of the more foolish arguments1 that seem to be emanating from the Fed about their intention to raise rates another quarter...

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5 Jul

More Inflation Expectations Silliness

by Barry Ritholtz
  This morning, the WSJ reported that “Consumers expect to see 4.1% inflation a year from now, the lowest such reading in two...

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24 May

Foul Mood?

by Barry Ritholtz
  This week saw the release of the Fed’s big annual research report, Economic Well-Being of U.S. Households in 2022....

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5 May

Nobody Knows Anything, FedWatch Edition

by Barry Ritholtz
  Imagine you had a device that allowed you to peer into the future. You enter a subject matter into this machine, requesting a...

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3 May

Press Pause

by Barry Ritholtz
  At least they told us what they were going to do. As much as critics of the Federal Reserve have been up in arms over the fastest...

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22 Mar

U.S. Bank Failures, 2001 – Present

by Barry Ritholtz
Bank failures since 2001, scaled by amount of assets in 2023 dollars.     The graphic above, via Flowing Data, puts recent...

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16 Mar

Déjà Vu? Why 2023 is Not 2008

by Barry Ritholtz
  Depositors heaved a sigh of relief when news broke Sunday that the Federal Deposit Insurance Corporation was going to make whole...

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13 Mar

All the Things We Do Not Know About SVB

by Barry Ritholtz
  The news broke Sunday afternoon that depositors would be made whole and would have full access to their accounts and money today;...

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  • About Barry Ritholtz

      Barry L. Ritholtz is the co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC. Launched in...

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