Welcome!
US Fed
US Economy
Who's to blame for a recession: Biden or Powell?
"Go ahead and tighten as much as you want but it is on you"
June 02, 2022
US Economy
Fed's Bullard sees 3.5% rates setting up cuts in 2023 or 2024
Bullard has been the most hawkish Fed official this year
June 02, 2022
Investing strategies
The end of free money hurts
We see 2022 as the year of the 'Great Reset'
May 25, 2022
US Economy
Will US inflation lead to recession?
Consumers are stalling out, and that households and businesses are becoming increasingly pessimistic.
May 25, 2022
US Economy
The inflation tail is wagging the policy dog
Joe Biden is repeating what Donald Trump did
May 25, 2022
Investing strategies
US Stocks will bottom once Fed signals shift
The selloff in equities will reach a bottom once the Fed signals the end of tightening-- until recession is apparent
May 24, 2022
US Economy
Fed can still achieve soft landing, says UBS's Jeremy Zirin
The Fed has made it very clear that they’re not contemplating far more aggressive tightening / Bloomberg
May 08, 2022
Global Economy
Know a good inflation hedge? Tell me, please
If US policymakers follow through on their aggressive tightening rhetoric, we could be in for some testing times.
April 10, 2022
US Economy
Fed officials reinforce message that rates are heading higher
“I expect a series of deliberate, methodical hikes as the year continues and the data evolve."
April 07, 2022
US Economy
Fed is whetting appetite for a half-point rate hike
Wednesday’s minutes will provide key details of the likely path forward
April 03, 2022