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Category: Opinions

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 […]

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