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 […]
August 6, 2022August 21, 2022Opinions July Jobs Fits the Fed (Fear) Narrative The July jobs data will make Fed efforts to jawbone rates expectations […]
July 28, 2022August 21, 2022Opinions Reprieve in the Higher Rate Cycle Nominal 10-year yields have hit their peak, if not of this cycle, […]
July 14, 2022August 21, 2022Opinions Shifting Peaks: Market Pricing the Fed at a Point in Time Several interesting conclusions stand out from the chart graphing market expectations for […]