We have frequently lamented the CPI index as its underlying prices tend to lag real-time data...
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Bitcoin ETF – Buy The Rumor, Sell The Fact
The price of Bitcoin rose over 10% in the first two weeks of 2024, peaking on January 11th. Driving...
Supply Shortages Drove Inflation, Some Say
Various politicians and a Fed member have recently claimed that the recent bout of high inflation...
Credit Outlook Doesn’t Jibe With Junk Spreads
We have noted numerous times that corporate bond spreads, the yield premium versus U.S. Treasuries,...
Is QT In Its Final Act?
“Fed Tiptoes Toward Dialing Back Key Channel of Monetary Tightening,” by Nick Timiraos,...
Bitcoin ETFs Come With Stern SEC Warnings
The SEC approved 11 spot Bitcoin ETFs on Thursday. Unlike the supportive messaging on most new...
Bank Rescue Package Becomes A Profit Center
The Fed came to the banking sector’s rescue in March 2023 with the Bank Term Funding Program...
The Wealthy Benefit From The Fed
Axios recently put out an article with the graph below. As shown, the wealthy, defined as the top...
Fed Funds Expectations Are Misaligned With Market Expectations
There is a gap between the logic of the stock and bond markets. Most stock market analyst...
Buy Now Pay Later
Since 2022, credit card debt has grown 10% annually to a record high of $1.08 trillion. That is...