Financial Markets

Fueling Inflation?

More and more stimulus and no production will only generate inflation and markets know this.

Killing the Coronavirus Behemoth

How to kill a giant that defies normal macroeconomic stimulus is to address the incentives question directly - put a bounty on its cure.

Saudi Oil Attacks: An Economic Tipping Point?

Are there visions of the 1970s stagflation showing up in the US given the Saudi oil attacks over the weekend? Quite possibly!

The Yuan to the Rescue

Global trade and exchange rates are inextricably linked. The trade war has inevitably spilled over into currencies and could only get worse.

The FED: Pandering or Independent?

All eyes are on the FED and they expect an interest rate cut. Is an interest rate cut however necessary? Probably not.

How Bodes the US Economy?

Stock markets seem to have somewhat stabilized from the huge volatility that rocked the economy late last year. The government shutdown...

And the Expansion continues

The December jobs report released this past Friday showed a US economy exhibiting remarkable resilience in spite of a number of...

Inflation looms... no, a Recession is the problem... or wait

The end of 2018 witnessed very large volatility in stocks and formally put the economy in Bear Market territory - a collapse in stock...

Trump vs Powell: Who is right about the economy?

The Powell-led Federal Open Market Committee (FOMC) raised the benchmark interest rate to a target of 2.25 - 2.5 percent this month,...

The Fed and the Political Business Cycle: A Cursory Look

So the Fed left interest rates unchanged in May in a year in which most economists predicted that the interest rates would rise several...