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Executive Summary: Trump 2.0’s various new tariffs have multiple aims. Regarding China, the administration hopes that the additional 10% across-the-board tariff on all imports from the country will spur the Chinese government to slow the flow of fentanyl into the
Executive Summary: The Fed doesn’t always make the right decisions. But there’s next to no chance that it will mismanage liquidity and overly stress short-term funding markets, Eric explains. The Fed would end its quantitative tightening before that happened. …
Executive Summary: Dr Ed is on the road more often these days visiting YRI accounts around the US and abroad. His “Roaring 2020s Tour” focuses on the resilience of the US economy over recent years and reasons that it should
The most concise analysis of the key variables driving the global economy and financial markets.
Short-form takes on current market events.
The 10-year Treasury bond yield jumped by 10bps on Wednesday’s hotter-than-expected January CPI report (chart). In his congressional testimony on Wednesday, Fed Chair Jerome Powell acknowledged that the Fed has more work to do to get inflation down. Today,
Today’s hotter-than-expected January CPI inflation did some damage to bonds, raising long-term Treasury yields roughly 10bps. Headline and core CPI rose 0.5% and 0.4% m/m, respectively, as many companies set their annual price increases. But this wasn’t a start-of-the-year
Federal Reserve Chair Jerome Powell’s congressional testimony today confirmed that the Fed remains in a dovish pause mode. The FOMC is in no hurry to lower the federal funds rate (FFR). That’s even though many of the committee’s participants believe
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