September 14, 2023September 25, 2023Opinions Anatomy of a Reversal – Policy and Supply Constraints Anatomy of Reversal – The FOMC When the Fed first began raising […]
September 7, 2023September 25, 2023Opinions What Is The Difference This Time Peak Policy and Surging Equities FOMO (fear of missing out) may well […]
March 30, 2023March 30, 2023Opinions Will Higher Rates Upend Corporate Balance Sheets An interesting question to ponder given the massive rise in interest rates […]
March 9, 2023March 16, 2023Opinions Do We Need A Recession Do We Need A Recession? Getting to Price Stability Fed Chair Powell […]
November 17, 2022January 1, 2023Opinions Operating Margins – Surge to Purge One of the hallmarks of the initial lurch higher in underlying inflation […]
October 20, 2022November 6, 2022Opinions Fade Bear Market Rallies Repeated attempts to anticipate a so called Fed pivot has fed sharp […]
September 8, 2022October 1, 2022Opinions Pricing Power – A Recipe for Volatility The shifting factors driving business pricing power concern policy makers and should […]
September 3, 2022September 3, 2022Opinions Jobs and the Meaning of Wage Pain The market has appropriately re-priced the Fed in the wake of the […]
August 21, 2022August 21, 2022Opinions Managing the Sting of Quantitative Tightening This chart gives us a different way of revisiting the adjustments underway […]
August 13, 2022August 21, 2022Opinions Exuberance With No Victory Lap This chart is on my mind as the rebound in risk appetites […]