Recent Articles By The Author
There is strong precedent for aggressive rate cuts once the Fed gets started.
Here are tools for gauging the state of the U.S. and global economies and how they could impact the markets.
If the Fed pauses in March, that decision came after the December meeting.
This year, we need a new way of thinking about how Fed policy will evolve.
Here is some advice on what we can expect next from the Trump administration -- and how to position your portfolio for these wild swings.
The evidence that inflation Is slowing Is mostly circumstantial.
November's jobs report puts stocks in a tough spot: either the Fed is going to keep hiking or we are going to get a recession.