Fed Minutes Released – They’re Not Stopping
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#interestrates
Japan – Has the Forecast Changed
This post originally appeared on February 16, 2023 Mark Rossano and I predicted the problems at the Bank of Japan two months before they capitulated and raised rates. The New York Alternative Investment Roundtable hosted us today to see what we thought has changed since then. You can see the whole video here: https://ny-alt.org/2023/02/15/nyair-episode-90-has-the-forecast-changed/ … Read more
January CPI is 6.4%
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The Depth Report – Fed Raises by 25bp
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The Depth Report – We Warned on the Economy – Early Results Now In
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The Depth Report – December CPI is 6.5%
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Here’s What Happened in the Market Today – No You’re Not Crazy
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PCE and $LVS
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The Depth Report – Update on the Market, the Economy, and the Fed – Part IV
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The Depth Report – Update on the Market, the Economy, and the Fed – Part III
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
