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Let Them Eat Tariffs!
Walmart warned last week that it will have to raise prices because of President Donald Trump's tariffs. On…
Inflation
Is inflation transitory, or will it be persistent and even protracted? This is the key question many investors and business managers are struggling to answer. These QuickTakes aim to assess the answer based on the latest data on prices and wages.
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Not Much Stagflation Today
Earlier this year, US Treasury Secretary Scott Bessent said that he and President Donald Trump were focusing on the 10-year…
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A Quiet Day For A Change
The Dow Jones Industrial Average wasn't up or down by 1,000 points today. The S&P…
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FOMC Day Minus One: Waiting For Nothing
The federal funds rate (FFR) futures market has consistently been predicting several cuts in the FFR since March 2023 (chart)…
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Bonds Are Stirred, Not Shaken
The S&P 500 is down roughly 10% from its record high on February 19. Considering Trump's…
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Bond Vigilantes Remain Unhappy
It was not a happy day in the bond market. Neither was it a happy day in the stock market:…
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ECONOMIC WEEK: APRIL 7-11
While Trump's tariffs will likely dominate the headlines, the economic week ahead will also focus on the inflationary…
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Trump’s Reign Of Tariffs: Stagflation Odds Up, S&P 500 Target Down
YRI Bulletin Board. Our colleague Eric Wallerstein is taking a leave of absence. He has accepted a position on the…
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ECONOMIC WEEK: March 24-28
The predominant theme of the economic week ahead will be inflation, both realized and expected. Consumer inflation expectations will be…
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Certainly Uncertain
Federal Reserve Chair Jerome Powell used the word "uncertainty" 16 times in his press conference today. We sympathize.…
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Why Cooler Inflation Isn't Lifting Markets
February's inflation data provided conflicting stories. Both the CPI and PPI came in cooler than expected, but neither…
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The Trump Put Is Kaput!
Vertigo is a sensation of spinning or whirling such that the person or their surroundings appear to be moving. The…
