Gary Brode and Mark Rossano look at what now for the fed after last week’s rate decision. Is contagion just going to be limited to US banks or could the demise of Credit Suisse just be the tip of the iceberg and they look at the possibility of other industries and companies that could have … Read more
This post originally appeared on February 24, 2023 Introduction: This is Part II of a multi-part piece. Part I is available here. There is a lot of talk on FinTwit (financial Twitter) that the Federal Reserve has access to more data than we do. The implication is that because they have all of this information, … Read more
This post originally appeared on February 13, 2023 On Friday, after the close, the US Bureau of Labor Statistics revised the December CPI number. People hoping for a Federal Reserve “pivot” to lower interest rates have been focused on the month to month CPI to get a sense of any short-term change in the direction … Read more
