#fed

The Depth Report – Update on the Market, the Economy, and the Fed – Part III

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Introduction: In Part I and Part II, we covered several aspects of Inflation/CPI.  It’s the single most important financial issue for 2022 so we explored the topic in depth.  Cutting to the end, a combination of higher interest rates, comparisons with last year’s high CPI, and falling real estate and auto prices will ensure the … Read more

Fed Raises Another 75bp – Still no “Pivot”

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We’ve spent the better part of the last few weeks hearing from the “pivot” people.  These are the market participants who have been advocating for, hoping and praying for, and betting on a Federal Reserve pivot.  An astute reader recently pointed out that the definition of the Fed pivot has shifted from reducing interest rates … Read more