Recent Articles By The Author
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
How do we invest for a probable slowdown but perhaps a mild one?
The Implications of Friday's Jobs Report
For those fearing a recession was developing, it doesn't seem to be the case.
Once the Fed Starts Cutting, They Are Not Going to Stop
There is strong precedent for aggressive rate cuts once the Fed gets started.