We have long used this platform to provide a reality check on some of the questionable errata we hear from various entities. It seems...
Read More
Lots of Bulls — and quite a few commenters here — agree there is a worldwide boom going on. What is fueling it, you may ask?...
Read More
Several readers (and Peter Bookvar) have suggested going to the Cleveland Fed CPI data: According to the Federal Reserve Bank of...
Read More
My pal Cody wrote a column yesterday titled Reality Check. He wrote: "Nothing drives me crazier than when people point to the...
Read More
With CPI coming out at 8:30 this morning, I wanted to take a few moments to note some of the oddities and aberrations in the Producer...
Read More
Nothing much on the economic calendar today, but the rest of the week is full of market-moving economic data: As Kevin at Minyanville...
Read More
John Mauldin notes: "The yield curve became more inverted this week, with the negative differential between the 3-month and the...
Read More
"In this case, poor data led to a policy action that amplified speculative activity in the housing and other markets....
Read More
The 1995 soft landing meme gets a thorough going over in Greg Ip’s column today: Why Fed Might Keep Rates on Hold Longer Today Than...
Read More
This is another of our new features: Blogger’s Take. Similar to the WSJ’s Economist’s Take; Actually, its a blatant rip...
Read More