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