The Higher for Longer Again Issue Lots of interesting news this week where we address these important questions: Was this the most hawkish “pause” ever by Jerome Powell? Will reduced Russian refining capacity cause the price of oil to rise even more? Will rising energy prices continue to crush disinflation? Can rate hikes produce … Read more
The Un-Disinflation Issue Lots of interesting news this week where we address these important questions: With the CPI rising again, is disinflation dead for now? With the PPI above expectations, is disinflation dead for now? Is the Fed responsible for our “terrible” economy? Have they overtightened? Should the new ARM IPO price ABOVE $NVDA? Powell … Read more
Lots of interesting news this week where we address these important questions: Is the disinflation story done now? Can the Japanese yen recover? Are we finally about to get a Bitcoin ETF ($GBTC)? How much trouble can we expect for Disney ($DIS)? Is the employment situation better than we thought last week? Ready for the … Read more
The Employment Issue Lots of interesting news this week where we address these important questions: Is the labor market cooling as quickly as some believe? How long can housing prices continue to rise? Is the trend towards services spending and away from goods continuing? Will anyone be able to get a job next year? Is … Read more
