Recent Articles from this contributor
Why It’s Too Early to Claim Victory Over Inflation – Or Recession Concerns
Bond yields could be rangebound in 2023 after the substantial backup in 2022.
The Most Important Indicator to Watch Right Now? The Two-Year U.S. Treasury Yield
It’s not a perfect indicator of things to come, but it might be the best one we’ve got.
Quantitative Tightening: The Potent but Underappreciated Sister of Interest Rate Hikes
An investor’s guide to the U.S. Federal Reserve’s balance sheet reduction plan.
Inflation: From Peak Transitory to Peak Persistent?
Higher prices may not be as stubborn as some investors believe.
What if the Fed Doesn’t Hike?
It might be a more plausible outcome than many Fed-watchers seem to believe.
Is This “Peak Transitory”? Why Inflation Might Be More Persistent Than Expected
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.
The Fed and the Rule of Three
Three important meetings for the Fed; three Fed governor decisions for Biden; three key months for the markets.