Sometimes, they just want to take ’em higher: PPI versus CPI
“In terms of what it actually tells us about overall inflation, I’m not sure it’s all that important.”-Jan Hatzius, chief United...
Truck Price Pressure Drives Core PPI Lower
Today’s data release got the party rolling: Core PPI (excluding food and energy) fell 0.3%, the first such drop since October...
Inflation Data: Accuracy versus Precision (as if either matters)
One of the more interesting issues of any modelling or statistical work is whether they have the attributes of Accuracy or Precision....
New Column up at The Street.com (08/11/06)
The Real Money column I mentioned yesterday has been moved to the (free) The Street.com side. Its a summary of lots of Fed related...
New Column up at Real Money (08/10/06)
Norm Conley of the The Street.com and I were discussing the Market reaction post Fed, and we each were wondering why 1980 seems to be...
Market Behavior after the Fed Finishes
We have discussed ad nauseum what has happened after the Fed finished their tightening cycle. It turns out to be a bit more complicated...
the Pregnant Pause
NOTE: This Trading alert was originally posted at Ritholtz Research & Analytics on Thu 8/9/2006 10:16 PM EDT; An email went out...
Beware Periods of Crisis Post Fed
More views on when the Fed stops, via WSJ’s MarketBeat: "David Rosenberg, chief North American economist at Merrill Lynch,...
Fed Funds: Typical Cycle
This chart below illustrates the average change (blue line) in the fed funds rate following a major bottom. While the last Fed tightening...
Parsing the Fed Statement
The WSJ reported that "THE FED’S STATEMENTS reflect how the members of the central bank’s Federal Open Market Committee...