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At Close: Jun 03, 2026
Inside The Consumer Price Index: July 2020
06:53am, Friday, 14'th Aug 2020
The Bureau of Labor Statistics (BLS) divides all expenditures into eight categories and assigns a relative size to each.
July Inflation Consistent With Early Recovery; No Compelling Evidence Of Wage Deflation
05:43am, Friday, 14'th Aug 2020
July consumer prices were reported to have increased 0.6% for the second month in a row. The widespread price increases are signs of increased demand, which in these circumstances is a good thing.
Interest Rates And Yield Curve Control, Part 2
05:33am, Friday, 14'th Aug 2020
The three-month forward currency hedge is very common. Derivative swaps in the intermediate and longer end are based on the differentials in interest rates.
10-Year T-Note Low-Cost Contrarian Play
03:43pm, Thursday, 13'th Aug 2020
Interest rates measure the cost of money, which means they eventually help determine the cost of everything else.
3 Things I Think I Think - Moar Stuff
01:50pm, Thursday, 13'th Aug 2020
Homeownership is massively overrated. I'm on record saying that I am more concerned about inflation this time around than I was in 2009 when I was somewhat famously a lowflationist.
Circling Back
09:19am, Thursday, 13'th Aug 2020
There is no question that we are in a crisis. I have lived through a number of them and you have to circle back to your underlying assumptions about markets and triple check these assumptions are stil
Bill Nelson On The Fed's Policy Tools In The Post-COVID Economy
12:36pm, Sunday, 02'nd Aug 2020
Bill Nelson is a Chief Economist and Executive Vice President at the Bank Policy Institute, and formerly a Deputy Director of the Division of Monetary Affairs at the Federal Reserve Board.
Despite Attention, Valuations Less Of A Concern - For Now - Macro Update July 30, 2020
12:16pm, Sunday, 02'nd Aug 2020
Stock market valuation in line with corporate bond yields. Data revisions show GDP profits at new high in Q4 2019.
July 2020 Yield Curve Update
11:27am, Sunday, 02'nd Aug 2020
The Fed is failing us. It started out great.
'Insanely Stupid' To Chase Stocks As Economy Plunges?
11:05am, Sunday, 02'nd Aug 2020
Previously, we noted the market remained confined to its consolidation channel. That remained the case again this week and keeps our allocation models primarily on hold at the moment.
Avoiding A Second Wave
06:50am, Sunday, 02'nd Aug 2020
About two-thirds of this month's comment is about COVID-19 and the risk of a second wave. Without an effective vaccine, one of the most important priorities should be increasing the speed of testing.
Weighing The Week Ahead: Is The Payroll Employment Report Accurate?
12:58am, Sunday, 02'nd Aug 2020
It is a big week for data, with a focus on employment. The payroll employment report has been a bright spot in the economic rebound story. Is it a little too bright? Corporate earnings reports, the
Navigating The Pandemic And Beyond
12:43am, Sunday, 02'nd Aug 2020
We still expect the economy to remain on a recovery path but it will not be as quick as earlier assumed.
3 Reasons Why Treasury Rates Can Still Hit 0% (Part II)
08:57am, Friday, 31'st Jul 2020
Deflation remains a more credible risk, not inflation. The output gap suggests core inflation could sink below 0.5% in the coming years.
Fed's Assets Fall By $16 Billion, -$220 Billion Since June 10: Week 7 Of Balance Sheet Shrinkage
07:30am, Friday, 31'st Jul 2020
Total assets on the Fed's balance sheet for the week ended July 29 fell by $16 billion from the prior week to $6.95 trillion.
