Recent Articles By The Author
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.
Federal Reserve Chief Jerome Powell is going to do what he thinks is best from a policy perspective.
There is a great trading lesson in Wednesday's market move.
The president's attempts to intimidate Jerome Powell probably won't impact Fed policy, with one possible exception.
I cannot emphasize enough how much the Fed values their inflation credibility.