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Leave a comment Inflation Politics Leave a comment

Inflation Politics

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The inflation story keeps getting legs as more and more companies are citing inflation concerns in their investor calls and interviews. As a matter of fact, The word “inflation” is being mentioned in post-earnings conference

Leave a comment The Biggest Driver of Uncertainty Leave a comment

The Biggest Driver of Uncertainty

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Let’s get to what’s driving the markets, causing stocks to sink, crypto to crater and interest rates to rise: uncertainty over inflation. But it’s not just that, it’s about the reaction to inflation. When will the

Leave a comment Breaking Trust with the Fed on Inflation Leave a comment

Breaking Trust with the Fed on Inflation

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The Fed has made it clear they will tolerate 3%+ inflation for a period of time to make up for the low rates of inflation during 2020. The Fed is likely hoping/guesstimating that slow growth

Leave a comment Did We Just Hit Peak Growth? Leave a comment

Did We Just Hit Peak Growth?

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Today, the US BLS releases its monthly employment data. The expectations were for 950k NFP with some predicting as high as 1.4m new jobs created. The unemployment rate was expected to fall from 6.0% in

Leave a comment Biden and Fed: here’s what we learned for the economy Leave a comment

Biden and Fed: here’s what we learned for the economy

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Both the Fed and Biden had big meetings this week. Biden gave a “this-is-not-a-state-of-the-union” state of the union address on part 2 of his “infrastructure” plans. The Fed had a “we’re-not-tapering-and-inflation-is-temporary” meeting on monetary policy.

Leave a comment Technology FAMG want and eveyone else needs Leave a comment

Technology FAMG want and eveyone else needs

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Star Trek shows us the future! As an economic futurist, I get to go down a lot of research rabbit holes. Sometimes I discover a new bar, like Charlotte's Rabbit Hole. Sometime I discover a new bourbon, like

Leave a comment Prepare for Revenge Spending Leave a comment

Prepare for Revenge Spending

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Why is JPM Jaime Dimon talking about it? Despite the new COVID surge, there is tremendous economic optimism running through the United States right now. Despite the warnings of the CDC and Dr. Anthony Fauci, Americans

Leave a comment Infrastructure Plan: passing and impact Leave a comment

Infrastructure Plan: passing and impact

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Key Take-away and Doing My Best to State the Obvious: For the economy and D.C., a $1.9 trillion spending plan on infrastructure, climate change and housing risks over-heating both the economy and the political environment.

Leave a comment Biden’s Gigantic, Enormous and Quite Large Infrastructure Plan Leave a comment

Biden’s Gigantic, Enormous and Quite Large Infrastructure Plan

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Is it big?  Yes.  Is it bold?  Yes.  And we can get it done. President Joe Biden on the American Jobs Plan  Fact Check: these are all true.  At the Carpenters Pittsburgh Training Center, President Biden formally announced

Leave a comment Filibuster or Bust Leave a comment

Filibuster or Bust

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Key Takeaway: It is a logical political path, prepare for it now Where we’ve been After the passage of the $1.9 trillion stimulus bill, the Biden administration is moving on to the other items on their legislative