Welcome!
US Federal Reserves
Global Economy
BOJ's dovish tone after first rate hike since 2007 hits yen
The stance appeared to disappoint some market players looking for a more aggressive rate outlook.
March 19, 2024
US Economy
US core inflation tops forecasts for a second straight month
The market reaction was choppy.
March 12, 2024
US Economy
Fed's Powell to double down on 'no rush to cut' message
The really good readings in the last six months may somehow turn out not to be a true indicator of where inflation is heading
March 03, 2024
US Economy
Fed to hold interest rates steady but start considering cuts
The Fed is poised to keep rates in a range of 5.25% to 5.5%
January 31, 2024
US Economy
Fed to begin rate cut discussions but avoid teeing first one up
The worst outcome would be for policymakers to lower rates and have to raise them again later if inflation moves higher
January 21, 2024
US stocks
S&P 500 hits all-time high in historic bull run
And if history is any guide, there’s potential for further gains ahead
January 20, 2024
Global Economy
Where will the global economy land in 2024?
Central banks such as the US Fed may start to cut policy rates in the first or second quarter of this year
January 11, 2024
Investing strategies
A problem of interest: Navigating the new investment paradigm in 2024
The global economic landscape presents us with what can only be described as a problem of interest.
January 04, 2024
US Economy
Fed pivots to rate cuts as inflation heads toward 2% goal
Policymakers are now turning their focus to when to cut rates
December 14, 2023
US Economy
A victory lap for the transitory inflation team
Let us hope the economics profession absorbs the right lessons
December 07, 2023