You are here

Media Archive

July 25, 2014
Financial Times Letter to Editor Article on Financial Times website (Financial Times subscription required)Good or bad, dollar endures as reserve currencyFrom Mr Robert Kessler.Sir, I write in response to “Chinese moves trump Fed’s effect on US b... read more
July 8, 2014
Inversion not necessary for recession A repeated theme on financial-TV in recent weeks is that there cannot be a recession without a yield-curve inversion first because in each of the last 6 recessions stretching back 50+ years, short-term rates rose above long-term rates before the recession. This is a true statement, however; it is difficu... read more
July 1, 2014
Is this inflationary? Inflation is a hot topic once again, yet, we are seeing significant deflation in grains:  ... read more
June 20, 2014
Inflation lags economics by about 6 months Earlier in the week, we mentioned that inflation lags economics by about 6 months in this post.  Said without support at the time, we... read more
June 17, 2014
Quick Market Comment: The confluence of 3 mis-understood factors causes mis-placed rate rise alarm There is a strain of thinking in the last couple of days that the Fed needs to soon raise rates. See examples from ... read more