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Weekly Commentary: Rule Of Thumb

Weekly Commentary: Rule Of Thumb
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Weekly Commentary: Dr. Jekyll and Mr. Hyde

We have a risk management balance to strike, and we think that slowing down at this point is a good way to balance the risks of over-tightening. ....

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Weekly Commentary: Deflation And Policy Mistakes

Hotter-than-expected August CPI and quarterly options/derivatives expiration made for a toxic mix. “Core” CPI was reported up 0.6% for the month (7% annualized!), double estimates. ....

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Weekly Commentary: Pondering Modern-Day Runs

Surging consumer inflation may have been the catalyst, but the unfolding crisis has been decades in the making. Click here to read more. ....

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Big week for jobs and the Fed

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