Monday, July 15, 2024
How bad is fiscal policy?
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It's no secret that federal debt is bigger, relative to the economy, than at any time since WW II, that deficits these days are measured...
20 comments:
Thursday, July 11, 2024
The door is wide open to multiple Fed rate cuts
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The evidence supporting multiple Fed rate cuts is now solid. As I've been documenting for at least the past year, shelter costs, as cal...
6 comments:
Tuesday, July 9, 2024
With a little luck we'll survive Biden's departure
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This is one of those times when it's easy to find things to worry about, and right now they add up to a big deal. Figuring out what that...
15 comments:
Thursday, June 27, 2024
Monetary conditions are returning to normal
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On June 25th the Fed released the May '24 data for M2 (the release is scheduled for the fourth Tuesday of each month for the previous mo...
9 comments:
Tuesday, June 4, 2024
Tight money hasn't hurt corporate profits
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The market tries, but just can't shake its Phillips Curve instincts, which is why any news that is considered to increase the likelihood...
28 comments:
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