Is the reflation trade over, the result of surprised hawkishness of the Federal Reserve? Many including me are befuddled about market activity. There is a litany of high-profile investors ranging from ...

21 June, 2021

Was the outcome of the FOMC meeting a surprise? The Federal Reserve signaled that it intends to have two increases in the overnight rate by the end of 2023. Previously it was suggesting one or ...

17 June, 2021

Some have commented the outcome of today’s FOMC meeting will create FRB Chair Powell’s legacy. Yesterday’s PPI was stronger than expected, rising 6.6% in May on an ...

16 June, 2021

Will there be any change in monetary policy, the result of tomorrow’s FOMC meeting? As noted many times inflation is a two-part phenomenon…monetary and psychological. Both elements are ...

15 June, 2021

The traditional laws of Economics state surging money supply and negative real interest rates are supportive to inflationary growth. To date this law has not been violated but there is now a ...

14 June, 2021

Yesterday’s data continued to suggest an economy is in the nascent stages of inflationary growth. Further statistics from the NFIB (National Federation of Independent Business) stated 40% of owners indicated they are rising selling prices in ...

09 June, 2021