Tag: economy

38 posts
Leave a comment How to Screw Up the Economy: Fed Minutes Leave a comment

How to Screw Up the Economy: Fed Minutes

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Key Takeaway: Fed is waking up from its 2021 inflation slumber. Key Question: Will Fed over-react with a combined interest rate hike and balance sheet reduction to damage economy in 2023? Key FOMC minutes stat: “Balance sheet”

Leave a comment Prepare for the Future: top events for 2022! Leave a comment

Prepare for the Future: top events for 2022!

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This year was no doubt an unprecedented one with several rattling events worldwide. Those included the emergence of new COVID-19 strains, the start of vaccination roll outs, major natural disasters around the globe, heightened climate

Leave a comment 22 for 2022: Top Challenges to Ruin Your Sleep Leave a comment

22 for 2022: Top Challenges to Ruin Your Sleep

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Climb a wall of worry? Bah! Here are my top 22 events likely to impact the economy and markets in 2022. No list is complete and neither is this one. Yet, it’ll provide you a framework to

Leave a comment 3 Central Bank Meetings Last Week: all accept current inflation Leave a comment

3 Central Bank Meetings Last Week: all accept current inflation

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Major Central Bank Meetings Last Week Despite the sound global economic recovery and improving outlook, rising inflation levels continue to be a major source of concern and focus for global central banks. According to the International

Leave a comment Q4 DC outlook: unsavory market leftovers Leave a comment

Q4 DC outlook: unsavory market leftovers

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This has been a week of political discovery for the markets and the economy. Three major events occurred. Democrats and Republicans moved to keep the government funded until December 3rd. A House vote attempt on

Leave a comment Supply Chains: why the mess and when will it end? Leave a comment

Supply Chains: why the mess and when will it end?

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“This quarter, and I think we’ll continue to see that a little bit in Q2 and Q3, had some of the most difficult supply chain challenges that we’ve ever experienced in the life of Tesla

Leave a comment Home Prices and Rent: a rapid price recovery Leave a comment

Home Prices and Rent: a rapid price recovery

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Typically, a good preacher will understand what is causing concern and angst in their community and more broadly, the world. Then she/he will connect this to faith and show how it can provide strength to

Leave a comment The Manchin Fed Leave a comment

The Manchin Fed

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Let’s do a quick run through two topics impacting the economy and markets. Federal Reserve monetary policy. On Wednesday, the Fed left interest rates and monetary policy unchanged. This was not a surprise. (Statement and Presser)What

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