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Weekend Commentary: Deflation And Inflation

Weekend Commentary: Deflation And Inflation
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Weekly Commentary: Powell Building Credibility

Powell is an admirer of Paul Volcker’s fortitude, and he’s clearly drawing inspiration from the legendary Fed Chairman.

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Weekly Commentary: Blinked

The S&P500 jumped 4.0% this week, boosting the index’s two-week rally to 8.9%. UK 10-year gilt yields sank 58 bps this week to 3.78%, with yields down 116 bps from October 12th highs.

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Weekly Commentary: Inflation Acquiescence

CPI surged to over 8% YoY and has been above the Fed's 2% target now for 15 months - yet the target policy rate is today at only 0.75% to 1.0%.

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