We wrote this four-part inflation series in response to the graph below, implying that prices are on the same inflation roller coaster ride as the 1970s....
In September 2021, I discussed how the markets had set its sights on the S&P 500 index hitting 5000. To wit. "Yes, the rally off the...
The GBPINR (British Pound to Indian Rupee) exchange rate has seen notable fluctuations and trends in recent weeks. The context here is... Read More... The...
The CADCHF currency pair represents the exchange rate between the Canadian Dollar and the Swiss Franc. It serves as a unique barometer... Read More... The...
Take-up at the Overnight Reverse Repo Facility (ON RRP) has halved over the past six months, declining by more than $1 trillion since June 2023. This...
The topics covered on Liberty Street Economics in 2023 hit many themes, reflecting the range of research interests of the more than sixty staff economists...
A new report from the National Academies of Science, Engineering, and Medicine (NASEM), An Updated Measure of Poverty: (Re)Drawing the Line, has hit...
Tech stocks are back in the driver's seat as markets look to another round of the Fed chairman's comments and a jobs report to extend recent...
Stock Market's Top Will Outlast Your Disbelief Authored by Simon White, Bloomberg macro strategist, The stock market is entering its topping...
Liquidity Problems Are Closer Than You Think Authored by Michael Lebowitz via RealInvestmentAdvice.com, In 2019, the Fed cut interest rates...
China Sets Economic Growth Target At Around 5% This Year, Will Boost Defense Spending By 7.2% China will target economic growth of "around...
Rarely are officials able to achieve the proverbial economic soft-landing when higher interest rates help cool price pressures without triggering a significant...
Stock Bull Market Might Just Be Getting Started, But... Authored by Simon White, Bloomberg macro strategist, The rally in equities might...
Fed And Treasury Ensure Dollar Downside Is Ahead Authored by Simon White, Bloomberg macro strategist, The Fed’s pivot in December and the...
Key Events This Week: All Eyes On Core PCE Amid Deluge Of Fed Speakers After a relatively quiet week on the data front, things start to...
The US dollar and interest rates appear to be at an inflection point. Much of the past several weeks have been about correcting the overshoot that...
The 10 year Treasury Note yield fell 13 basis points last week, a move that would not normally rate any mention whatsoever, but the path of...
Through its rate hikes in 2022 & 2023, the Fed aimed to contain inflationary forces and maintain “maximum” levels of employment — all while steering...
Stocks Rebound After Powell Hawkamania Sparks Worst Market Rout In Months US equity futures rebounded after the worst day for stocks since...
Through its rate hikes in 2022 & 2023, the Fed aimed to contain inflationary forces and maintain “maximum” levels of employment — all while steering...
Through its rate hikes in 2022 & 2023, the Fed aimed to contain inflationary forces and maintain “maximum” levels of employment — all while steering...
Futures Slide Dragged by Tech Giants Ahead Of Fed Decision US equity futures slumped after earnings from tech giants GOOGL, MSFT and AMD...
The case for investing in gold, especially through junior exploration stocks, is the strongest it has been since the 2008 Financial Crisis. The post A...
The Fed's Independence Was Nice While It Lasted Authored by Simon White, Bloomberg macro strategist, Born in the 90s and tested to destruction...
Over the past six months, core inflation has risen exactly in line with the Federal Reserve’s long-run 2% inflation target. When this key measure of...
The coming weeks will likely continue the correction of the trends that began last month. The markets recognize that tightening cycle is over. However,...
The coming weeks will likely continue the correction of the trends that began last month. The markets recognize that tightening cycle is over. However,...
Part One of this series highlights how the government's fixation with full employment and the Fed's belief in the faulty Phillips Curve model from 1965...
Profits Do Not Cause Inflation: Causal Fallacies As Economic Disinformation Authored by Peter C. Earle via The American Institute for Economic...
The financial commentariat first started to worry about recession in April of 2022 when the spread between the 10-year Treasury rate and the 2-year Treasury...