Tom Graff

Recent Articles By The Author

Inflation and the Fed, and Europe May Be in a Recession Now

Inflation and the Fed, and Europe May Be in a Recession Now

Price action and fundamental conditions show the limits on how high rates can rise.

The Data Tells Us a Major Slowdown Is Not Imminent

The Data Tells Us a Major Slowdown Is Not Imminent

How do we invest for a probable slowdown but perhaps a mild one?

The Implications of Friday's Jobs Report

The Implications of Friday's Jobs Report

For those fearing a recession was developing, it doesn't seem to be the case.

Does the Fed Know Something We Don't?

Does the Fed Know Something We Don't?

The Fed is bending over backward to be dovish.

Once the Fed Starts Cutting, They Are Not Going to Stop

Once the Fed Starts Cutting, They Are Not Going to Stop

There is strong precedent for aggressive rate cuts once the Fed gets started.