Inflation Archives - The Big Picture

Perhaps the most overlooked element in the “affordability hoax” is the president’s own role in it. Before...

The Inflationistas are an eclectic mix of subgroups, beliefs, and ideologies. They count the bond vigilantes, hard money advocates,...

I wanted to drop a quick note about recent CPI data and how tariffs are impacting inflation. There is a fundamental...

Hey, just back after taking the redeye home from Futureproof Colorado, and getting my feet back under me. But I wanted to briefly...

 At the Money: Chicago Fed President Austan Goolsbee on Tariffs, Supply Chains and Inflation (March 5, 2025)...

At The Money: Jeff Hirsch Why Big Federal Spending Plus Inflation = “Superbooms” (February, 19 2025) Wars, national...

I’ve been observing how radically unusual various sentiment readings have been for a few years now. It made little sense to...

 On episode 129 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Chairman...

Nothing ever really occurs in a vacuum. All events have preceding factors, with many prior elements bubbling below the...

The Fed held its benchmark Federal-Funds rate steady yesterday at 5.25% – 5.5%, leaving the possibility of cuts in...