We’ve talked a lot about inflation, the impact of the pandemic, the impact of labor shortages, used cars and microchips, whether it’s “transitory” or whether prices…
It’s clear that most central banks want to tighten policy nowadays. Not surprising, as inflation has proved less “transitory” than they expected a year ago. I’m…
Investors are finally starting to realize that after years of zero interest rates, quantitative easing, and monetary policy convergence, it’s time to go back to normal.…
Japan has long been an outlier internationally when it comes to inflation, and therefore with regards to interest rates as well. That anomalous situation may well…
OK boys and girls, the game is over. Let’s see who won and who lost! And what we can learn from this round of the never-ending…
I’m not a fan of former US Secretary of Defense Donald Rumsfeld, the architect of the US invasion of Iraq. However he did say one memorable…
The FX market usually isn’t that volatile this time of year. Companies are slowing down, finishing up for the year and getting ready for Christmas parties,…
We should’ve known something was up from the speeches made on Nov. 22nd when President Biden reappointed Fed Chair Powell and appointed Gov. Brainard as Vice…
We’ve heard a lot about inflation. Next Thursday is Thanksgiving Day in the US, the biggest national holiday, when much of the country gathers together and…
