We are in the same camp as Federal Reserve Bank of Minneapolis President Neel Kashkari. On March 6, he said, "If…
The US economy is flying high and should continue to do so. It has defied the past two years’ widespread expectations that…
Fed Chair Jerome Powell spoke at Stanford University today about the economy and monetary policy. He said, "I think we'…
Fed Chair Jerome Powell has often said that the road toward lowering inflation down to the Fed's 2.0% target…
The rolling recessions in manufacturing and retailing are turning into rolling recoveries. That's our conclusion based on today's…
The first week of the month is always jampacked with economic indicators. In addition, at least one member of the Federal Open…
Fed Chair Jerome Powell spoke on Friday at an event at the San Francisco Fed. He repeated what other Fed officials have…
Monetary Policy I: Post-Modern Monetary Theory Melissa and I received quite a few favorable reader comments on last Monday’s Morning Briefing…
We are often asked about our track record in predicting the economy and financial markets. In response, we've compiled a…
Today's batch of economic indicators was mostly sweet. Q4's real GDP was revised from 3.2% to 3.…
So said Federal Reserve Governor Christopher Waller this evening at the Economic Club of New York in a speech titled “There’s…
Is the “Fed Put” back? Might the Fed’s assurances that interest rates will be brought down this year (as long as…
