Practical analysis for investment professionals

US Federal Reserve


Perpetual Debt Is Already Here

The costs and risks associated with debt have shifted from the borrower to the lender.

Inflation Will Fall, But Not Far Enough

We can expect the surge in US inflation to subside. But not enough to help ailing consumers.

The Fed’s Blindspot on Global Inflation Drivers

What is driving the surge in inflation and how are central banks misplaying their hand?

Book Review: Fed Watching for Fun and Profit

Edward Yardeni's Fed Watching for Fun & Profit is a crash course in monetary policy actions, financial markets, and the economy in general.

Beware the Bubble? The US Stock Market Cap-to-GDP Ratio

The Buffett Indicator is flashing red and has been for a while now.

Who’s Afraid of Jerome Powell?

Jerome Powell, Andrew Bailey, and Christine Lagarde shouldn't keep us up at night.

Monetary Policy Gone Wild: A Lost Generation of US Growth?

The Fed could be setting the US economy up for a harder fall down the road.

Hidden Ideas in Macro: The Long-Forgotten “M”

A long-forgotten economic indicator demands a reappraisal, says Daniel Nevins, CFA.

Janet Yellen on Recession Risks, Inequality, and Climate Change

Janet Yellen sat for a wide-ranging fireside chat with Margaret “Marg” Franklin, CFA.

The Fed Has Few Options, Says Danielle DiMartino Booth

“You don’t have a lot to work with when the next discussion around the table is negative interest rates,” says Danielle DiMartino Booth.



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