The stages of inflation
Disinflation, we hardly knew ye…
Some rare if tentative good news
Year over year CPI comes in above market expectations
Review and preview
Standing on the deck of the Titanic remarking how the ocean is rising
The field of economics misses the elephant in the room
The bond market rises from the ashes
Good news on inflation creates bad news on inflation
It’s not just about TIPS and commodities
A once thought to be extinct species roars back to life
Pace of CPI picks up
Oil that is
Of two minds?
The declining trend of CPI inflation is over
Uncle Sam on FICO score watch
The topsy turvy world of financial media
Debt ceiling tremors
The Fed has become a one trick pony.
Goods and services disinflation gives way to reflation.
Tracking the inflation pig through the economic python
Following the money
A history of stock market performance and the drivers of real returns.
Softer than expected CPI sends USD over a cliff.
A big picture review of financial markets.
The US dollar leads the currency market lower
The 2022 Currency Crisis Deepens
Everything is a cross rate.
Monetary policy outlook update
Long live the king?
Wishful thinking on Wall Street
The currency hedging illusion.
How did they miss it?
MarketWatch – Bill Ackman & Jeff Gundlach on a Fed moon shot.
Unraveling the confusion between inflation and rising prices.
What’s moving the markets.
Brilliant analysis on a shaky foundation.