Why The Fed Will Cut Interest Rates Next Week
Posted September 12, 2024
On August 23rd, during his speech at Jackson Hole, Fed Chairman Powell said: “Overall, the economy continues to grow at a solid pace. But the
Posted September 12, 2024
On August 23rd, during his speech at Jackson Hole, Fed Chairman Powell said: “Overall, the economy continues to grow at a solid pace. But the
Posted November 27, 2023
The stock market and the bond market have both rallied sharply this month on the belief that interest rates have peaked and that the Fed
Posted October 16, 2022
Another set of very bad Inflation numbers was released on Thursday. The headline CPI index was up 8.2% from one year ago, little changed from the
Posted August 1, 2021
The Implications of Peak Inflation I was recently interviewed by Trey Lockerbie for The Investor’s Podcast. This was an excellent conversation that covers not only the
Posted March 26, 2021
Will asset prices soon be crushed by Inflation and higher Interest Rates? This is perhaps the most important question investors must grapple with today. The financial
Posted February 20, 2021
Monetary Policy in the United States is extraordinarily loose. The Federal Funds Rate is very close to 0% and the Fed is creating $120 billion a