Recent Articles from this contributor
It’s not a perfect indicator of things to come, but it might be the best one we’ve got.
An investor’s guide to the U.S. Federal Reserve’s balance sheet reduction plan.
Higher prices may not be as stubborn as some investors believe.
Investors had good reason to be skeptical of “peak inflation” last spring. They might need to adopt an equally skeptical view of “peak transitory” now.
Fears about equity prices falling as bond yields rise may be overblown based on historical correlations.