I have been watching various sentiment polls and Right/Wrong Track questionnaires with detached bemusement. Bemused because they...
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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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The Fed is done. It’s unimaginable that they will do anything at the September FOMC meeting, and barring any radical change...
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The Fed’s favored inflation report was a 2.1% annualized (3 months through July) and 3.3% year-over-year. Here is BEA:...
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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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A quick note on today’s BLS report on the Consumer Price Index (CPI), which rose 0.2% in July on a seasonally adjusted...
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Last week, in anticipation of the FOMC meeting, I hopped into the shed with Pete Dominick, and as always, we BS...
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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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On today’s show I join Downtown Josh Brown to discuss my recent piece “A Dozen Contrarian Thoughts About Inflation.”...
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BLS reported the Consumer Price Index was up 3% year over year in June. It has been a near round trip from the prior...
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