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Media Archive

August 5, 2015
Japan's experience says don't raise rates soon We think it is more useful to compare economics and interest rates in the period since 2007 in the U.S. (The Great Recession) with the period since 1990 in Japan (Japan’s 2+ lost decades) as well as the period after 1929 in the US (The Great Depression) because they are all... read more
July 20, 2015
Commodities have made new lows We think it is important to write about commodities because they are the primary input to inflation pressures and they deserve more exposure than they get. Studying Bloomberg’s commodity index (chart below), there are some facts worth taking in:1. Today (July 20, 2015), commodities are making a new 13.1 year low,... read more
July 10, 2015
'Whatever it takes' is not enough (and upcoming media announcement) Note: Robert Kessler is Consuelo Mack's guest this week on WealthTrack. This airs on PBS stations in the US at various times this weekend of which a full list is available h... read more
June 25, 2015
Two simple charts Two separate macro issues below, but both largely ignored by the media in this current iteration of 'everything is getting better' sentiment.[note: single left click on the images to make them bigger]... read more
June 18, 2015
Some keys to better understand the Fed The headline and story below illustrate what many often get wrong about the Fed. The headline reads “Fed says U.S. economy strong enough to handle rate hike” yet this is precisely what Mrs. Yellen went to pains to say is not the case in the press conference yesterday. The data is not where it needs to be... read more